Collaborati - Edit Codes Across All Offices
This feature benefits vendors with Multi-Office firms in which more that one Office is assigned to the client, and the client uses special codes that might not fit into normal UTBMS codes.
This article explains how to edit task and expense codes across all offices in Collaborati and highlights common issues firms encounter when using this feature.
Steps to Edit Codes Across All Offices
- Log in to Collaborati.
- Click “Clients” on the top menu bar.
- Choose your client from the list.
- On the left navigation menu, click the fifth icon from the top labeled “Codes”.
- Click “Select Office” and choose the correct office from the dropdown menu.
- Important: Use this option only if you want to edit codes across all offices.
Common Issue
Firm administrators have reported that when they enter codes and click Save, the codes disappear.
Reason: They mistakenly use Edit Codes Across Offices instead of Codes.
Solution
- If you only need to view codes, use the 'Codes' option instead of Edit Codes Across Offices.
- For more details, refer to the official guide:
Find Task Codes and Expense Codes for Invoices.
This feature benefits vendors with Multi-Office firms in which more than one Office is assigned to the Client, and the Client uses special codes that may not fit into normal UTBMS codes.
NOTE: Always confirm whether you need to edit or view codes before selecting the option to prevent data loss or confusion.