Task guide
Codes and integrations
The activity, task and disbursement codes time and money are recorded against, and the firm's credentials for mail, text messages and other services.
Codes
Under Settings, Codes:
- Activity codes describe the work in a time entry, such as drafting or attending court, with whether it is chargeable by default and the practice areas it applies to.
- Task codes group work by phase.
- Disbursement types describe what is paid out, such as a filing fee or a search fee, with the account it posts to and whether it is an agency payment outside the VAT base or an ordinary one within it.
A code in use can be retired but not removed.
Integrations
The firm's credentials for the services the system uses, such as sending email and text messages, are kept encrypted under Settings, Integrations.
- Enter the credentials for the provider.
- Use Test to check them against the provider. The result says plainly whether it worked, with the provider's own message if not.
- Record when the credentials expire; the system warns before they do.
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- Record timeRun a timer or fill the week grid, with each entry rounded, valued at once and checked against the rules the firm sets.
- Record a disbursementRecord what was paid out on a matter from office money, client money or petty cash, and see it post to the books in the same step.
- VAT and the levies at the tax pointHow VAT, NHIL and GETFund are computed per line on a common base, why agency disbursements stay outside it, and where the rates live.