Appending Task Code to Fee Description

If your Client requires you to append the Task Code at the end of each Fee Transaction on printed invoices, the system can handle this for you rather than you having physically to include the Task Code at the end of your typed Fee Description.  This “append” feature is provided as a setting in the Invoice Style.  To set an Invoice Style to automatically append the Task Code to the end of the Fee Description, open the Billing Manager and access TOOLS, Invoice Styler.  Locate and highlight the appropriate Invoice Style and click the EDIT Button.  Once the Invoice Style is displayed, choose Invoicing, Settings from the Menu.  

Place a check mark next to the “Fees Text Append [Task Codes]” option and click the OK Button.  Choose File, Save from the Menu and then close the style (you will be asked if you want to save the template - choose Yes).  When you print an invoice using this style on a Matter set up for Task Billing, the Task Code will be appended to the end of the Fee Description and is enclosed in brackets [].  Note that this option will not work if the invoice style is set to Concatenate.