How to Automatically Write Time Down to $0.00 at Point of Entry

This can be done by using Service/Activity Codes that have been defined with a Billing Option of “Write Down to 0."  You may also define the Service/Activity Code to mark the transaction as “Off Invoice.”  To set up a Service/Activity Code in this fashion, open File Maintenance Manager and choose TOOLS, Manage Codes.  Choose to Show Codes for Service/Activity Codes.  Click on NEW to add a new Service/Activity Code.  Change the Billing Options field to “Write Down to 0."  Other options available are “Off Invoice,” “Off Invoice and Write Down to 0," and “None.”

When a Fee transaction is entered and this Service/Activity Code is entered in the Activity Code field, the Bill Amount field on the transaction (not seen through Fee Entry) will automatically be saved as 0.00.  If the “Off Invoice” option is used in the Service/Activity Code, the Fee transactions will automatically be flagged as Off Invoice.  The Billing Options attached to the Service/Activity Code have the same effect as writing the transactions down to $0.00 in Bill Preparation and placing a check mark in the “Off” column in Bill Preparation. Billing options are also available for Expense Codes and Client Advance Codes.

NOTE: The Billing Options setting is ignored if the Service/Activity Code is inserted using the expansion key in the Fee Description field.