To change an existing task code

  1. From the File menu, select Open, and then click Miscellaneous.
  2. Click the Task Code tab.
  3. Click the button and select the desired task code.
  4. Make the desired changes.
  5. Click on the toolbar to save the changes.

Notes: Changing the Description for an Activity code or Expense code will change any fee and cost transactions for which no additional text was entered to supplement the predefined task code description. However, changing the Description will not change any fee and cost transactions that have additional text added to the predefined task code descriptions. The task code Description field for Activity and Expense codes will not be changed unless the task code is not being used by any transactions in work-in-process.

If you edit a task code's designated Transaction Code, you will be asked if you want to change the assigned transaction code for unbilled transactions. Click Yes if you want the previously entered work-in-process transactions changed also. Otherwise, click No if you do not want work-in-process transactions changed or Cancel if you want to abort the edit.

See also:   Toolbar Buttons