Matter Task Codes

The Matter Task Codes report is run by opening up the Matter record in File Maintenance, accessing the Billing Options Tab and going into the Edit Task Code Set window.  Once in there, click the PRINT Button.  There is not a report that can be run for a “Task Set” as defined in File Maintenance Manager, TOOLS, Manage Codes, Task Sets.  Instead, you must run the report from within a Matter using the Task Code Set.  The report lists the valid task codes for the Matter as well as any budget information that may have been entered for each.  You can use this same report to review the actual setup of the main Task Code Set.