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 How to Access
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Click on the desired tab when 
appears for information about that program tab.
| Location | Task Code | GLS Integration Setup |
| Timekeeper | Category | Tcode | Misc Desc | Bill Freq |
This program allows you add, change or delete individual transaction code records. The term transaction code refers to the types of activities or services performed that relate to fees and costs charged to clients and the resulting payments made by the client. Examples of transactions include fees (office conference, telephone conference, review correspondence, prepare motions, etc.), client expenses (travel expenses, photocopying, postage, etc.), cost advances (filing fees, medical payments, expert witness fees, etc.) and payments.
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General Fields |
QuickBooks Fields |
The Move Rate button can be used to quickly transfer a new rate that is greater than 0.00 specified in the New Rate field to the Rate field and change the rate in the New Rate field to 0.00. Clicking this button also changes the date in the Effective Date of New Rate field to mm/dd/yyyy.
Notes: The Tcode tab will not be shown unless the user has been
assigned access
rights to Transaction Codes.
If integrating with QuickBooks, any changes that are made to a transaction code's Alpha field require
corresponding changes in the QuickBooks Class List.
The sample Transaction Code List in the Sample Report Pack contains additional
examples of transaction codes.
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