This option only applies to task based billing clients. Select the Activity/Expense check box if you want to change the Activity or Expense ID field for work-in-process fee or cost transactions. The following options will then be available:

Old

Maximum of 5 characters. Enter the Activity code or Expense code that you want to change. For example, if you want to change the Activity code on fee transactions from "A101" to "A105", enter "A101" in this field.

The button can be used to open the Task Code Lookup window that allows you to view a list of task codes and select any task code by double-clicking it.
New

Maximum of 5 characters. Enter the new Activity code or Expense code you want used on the transactions. For example, if you want to change the Activity code on fee transactions from "A101" to "A105", enter "A105" in this field.

The button can be used to open the Task Code Lookup window that allows you to view a list of task codes and select any task code by double-clicking it.

Note: You will not be able to enter an Activity code in the New field if the Old field contains an Expense code. Likewise, you will not be able to enter an Expense code in the New field if the Old field contains an Activity code.

Note: Rates and amounts for the Old Activity/Expense code will not be updated for the New Activity/Expense code.

Note: Description fields matching the default description for the Old Activity/Expense code will be changed to the default description for the New Activity/Expense code. Non-matching descriptions will be retained.