Find Task Codes and Expense Codes for Invoices/Internal Billing Code

Task Codes and Expense Codes

The lists of task/fee and expense codes are populated in Collaborati when your client authorizes them.

To view the list of approved and authorized codes please follow the steps below:

1. Click “Clients” on the top menu bar
2. Choose your client.
3. Click the fourth icon from the top on the left navigation menu (“Codes”)
4. Click "Select Office" to choose the correct Office from the dropdown menu.
5. Click on either Task Codes (Fees) or Expense Codes to view the list of available codes.
6. Displayed are the billing codes for this client. You may select which codes you wish to use (by checking the "Use" checkbox) and enter corresponding codes from your internal time and billing system (by editing the "Internal Billing Code" field). 

For example, if your firm always uses "X111" for "Case Administration" you can replace the "B110" in the Internal Billing code field with "X111". 

 If the code you are trying to bill against is not on the list, please contact your client and inquire about the code. Or if there are no codes listed, please contact your  client or Collaborati Support for assistance.