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

Old

Maximum of 4 characters. Enter the Phase/Task code that you want to change. For example, if you want to change the Phase/Task code on transactions from "B100" to "B110", enter "B100" 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 4 characters. Enter the new Phase/Task code you want used on the transactions. For example, if you want to change the Phase/Task code on transactions from "B100" to "B110", enter "B110" 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.