Adding/Editing Case Codes
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Select File > Setup > Case Codes. The Case Codes Browse window appears.
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Do one of the following to open the Case Code Maintenance window:
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To add a case code, click Add.
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To edit a case code, highlight it and click Edit.
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Complete the settings on the window as follows:
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Case Code: Enter up to 8 alphanumeric characters to uniquely identify the type of law.
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Description: Enter up to 35 alphanumeric characters to describe the type of law. The description is printed on pre-bills and internal firm reports.
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Tax Status: Select the tax status of the matter. Used to calculate and bill for taxes, when applicable.
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Click Done to save your changes.