No doubt, using UTBMS expense codes during a matter expense entry takes the hassle off legal billing. By associating the relevant code with an expense, you meed only enter fewer description for the legal services rendered.

Creating expense entries with UTBMS codes

To associate a UTBMS expense code with a matter expense entry:

  1. Go to Activities, then tap Add time entry

  2. Input all necessary details.

  3. Click the Activity category field and choose a relevant activity code from the drop-down list.

  4. Tap Save to wrap up the process.

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