Deleting a Task Code

 

   To delete 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. Click on the toolbar to delete the task code. You will be asked to confirm that you want to delete the task code.

Note: A task code cannot be deleted if it is assigned to any work-in-process transactions, even if the client is no longer configured for task-based billing. If you want to delete a task code that is currently assigned to transactions, use the Change WIP Transactions program to assign a different task code to these transactions. You can print a Task Code Billing Report to identify all transactions that use a specific task code.

Archived transactions are not affected by task code deletions.

See also:

Toolbar Buttons