How to Access
Tabs3 Billing Location
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Quick Launch
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Task Code Information
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Menu
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File | Open | Miscellaneous | Task Code
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Home
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All Actions | Setup | Task Code Information
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Access Rights
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| Tabs3 Billing tab | Bill. Freq./Location/Task Code/Dial Phone | Edit Task Codes
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| Tabs3 Billing tab | Bill. Freq./Location/Task Code/Dial Phone | Browse Task Codes
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R11818 - Access Rights
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Exclusivity
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Click on the desired tab when
appears for information about that program tab.
| Timekeeper |
Category |
Tcode |
Misc Desc |
Bill Freq |
| Location |
Task Code |
GLS Integration Setup |
This program allows you to add, change, or delete the Phase/Task codes, Activity codes, and Expense codes
used for task
based billing. When adding
fee transactions for task based billing clients, you must indicate a Phase/Task code and Activity
code for each transaction. Similarly, when adding
cost transactions for task based billing clients, you must indicate a Phase/Task code and Expense
code for each transaction. The specific Phase/Task codes, Activity codes, and Expense codes that are to
be used are typically provided by the client requiring task based billing. If your firm will not be performing
task based billing, you do not need to set up any Phase/Task codes, Activity codes, and Expense codes.
Task
Code ID
Description
Transaction
Code
Note: The Task Code tab will not be shown unless
the user has been assigned to Task Codes.