Adding/Editing Case Codes

1. Select File > Setup > Case Codes. The Case Codes Browse window appears.

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

   1. To add a case code, click Add.

   2. To edit a case code, highlight it and click Edit.

3. Complete the settings on the window as follows:
   
   

   1. Case Code: Enter up to 8 alphanumeric characters to uniquely identify the type of law.

   2. Description: Enter up to 35 alphanumeric characters to describe the type of law. The description is printed on pre-bills and internal firm reports.

   3. Tax Status: Select the tax status of the matter. Used to calculate and bill for taxes, when applicable.

4. Click Done to save your changes.