Adding/Editing Client Expense Codes

1. Select File > Setup > Client Expense Codes. The Client Expense Codes Browse window appears.

2. Do one of the following to open the Client Expense Code Maintenance window:

   1. To add a client expense code, click Add.

   2. To edit a client expense code, highlight the code and click Edit.

3. Complete the settings on the window as follows:
   
   

   1. Client Expense Code: Enter up to 3 alphabetic characters and/or digits to uniquely identify this type of client expense.

   2. Description: Enter up to 250 alphabetic characters and/or digits to describe this client expense. This description will be printed on various reports, prebills, and actual bills.

   3. Type of Code: Select the type of client expense.

   4. Letter of Protection: Check this box when the code is for a Letter of Protection (usually used in personal injury suits).

   5. Per Item Cost: Enter the per item charge for soft/hard cost expenses. For example, the per item cost for photocopies might be 25 cents. (This is only a default amount - you can modify this amount when entering costs.)

   6. Task Based Expense Code: [applicable for task based billing only] Select the task based billing code associated with the client expense code.

   7. Tax Status: Specify whether this client expense is taxable or non-taxable. Used to calculate and bill for taxes, when applicable.

4. Click Done to save your changes.