Setting Up Task Based Billing

There are several options that must be configured before you can begin to perform data entry using the task based billing features in Tabs3 Billing. The following includes each option, gives a brief description and indicates where the information is set up in Tabs3 Billing.

Task Code Sets	File \| Open \| Miscellaneous \| Misc Desc \| Task Code Sets
	Each of the task code sets that will be used must be set up using the Task Code Sets option. Each task code set is assigned a letter combination (AA - ZZ excluding the letters "A", "E", and "X"). Over 600 different task code sets can be defined.
Tasks/Phases	File \| Open \| Miscellaneous \| Task Code
	Once the task code sets have been set up, define the tasks and phases for each of the task code sets.
Activities/Expenses	File \| Open \| Miscellaneous \| Task Code
	Set up the Activity and Expense codes that will be used for task based billing. The Activity and Expense codes are defined using the same program used to define tasks and phases.
Categories	File \| Open \| Miscellaneous \| Category
	Each Tabs3 category can optionally be associated with a specific task code set. When a task code set is assigned to a category, only tasks from that task code set can be selected when performing data entry for a client assigned to that category. If the category assigned to a client is not assigned to a task code set, then tasks from any task code set can be selected during data entry.
Clients	File \| Data Entry \| Client \| Setup
	For each client that will be billed using the task based method of billing, select the Task Based Billing Client check box on the Setup tab of the Client Information window. You can also click the Task Based Billing Budget button on the Budget tab of the Client Information window or the Edit Task Based Billing Budget action in the Take Action pane of the Matter Manager to enter activity and expense budget amounts for each task or phase. This budget information is used on the Task Code Budget Report. When implemented, a message will be displayed during data entry if the total fees or costs entered exceed the budget for a phase or task (provided the client's Warn if Budget Exceeded check box is selected).