Maximum of 5 characters. The Phase/Task field will only be displayed if the selected client is set up for task based billing. Enter the task code for the phase or task performed. Only existing task codes will be accepted. The task code's description will be displayed after the task code is entered.

The button can be used to open the Task Code Lookup window that allows you to view a list of Phase/Task codes and select a Phase/Task code by double-clicking it. If the category selected for the fee transaction has been assigned to a particular task code set, then only phases and tasks from that task code set can be selected.

Right-clicking this field displays a shortcut menu that allows easy access to the Task Code program for adding or editing purposes.

See also:   Task Based Billing Overview