This is the last step of setting up a new client: the Client Setup > 4 Summary page.
- The table on the left summarizes billing codes and Non-US Tax codes authorized by the client. The table also displays the mapping of client billing codes and Non-US Tax codes to your internal codes. Verify that the Internal Client Codes (to be used if you will upload LEDES invoices), billing codes, and Non-US Tax codes are correct.
- The table on the right summarizes timekeepers who you assigned to this client.
- If you need to make corrections, click Back until you see the appropriate page. Otherwise, click Finish to save your changes.
Note: If you would like to change any of these settings later, you may do this from the Clients tab.