No doubt, using UTBMS expense codes during a matter of expense entry takes the hassle off legal billing. By associating the relevant code with an expense, you only need to enter fewer descriptions for the legal services rendered.
Note: You must have enabled UTBMS codes on your account.
Steps to create expense entries with UTBMS codes
To associate a UTBMS expense code with a matter expense entry:
Go to
Activities, then click on theDropdownnext to theNew Time Entrybutton and selectNew Expense.Input all the necessary details.
Click the
Activity Categoryfield and choose a relevant activity code (UTBMS Codes) from the drop-down list.
Click on
Saveto wrap up the process.