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How to Disable Client-authorized Billing Codes

This is step by step guide on how to Disable Client-authorized Billing codes.

From anywhere in the Collaborati application, select the Clients tab. The Clients screen opens.

  1. Click on the client's name.
  2. Click on the Codes sub-navigation link.
  3. Click "Select Office" to choose the correct Office from the dropdown menu
  4. To disable Task or Fee codes, from the Task Codes list, clear the Use check-box in the row for any codes you do not plan to use.
  5. To disable Expense Codes, click the Expense Codes link. Clear the Use check-box in the same row as any codes you do not plan to use.
  6. To disable Activity Codes, click the Activity Codes link. Clear the Use check-box in the same row as any codes you do not plan to use.
  7. To disable Non-US Tax Codes, click the Non-US Tax Codes link. Clear the Use check-box in the same row as any codes you do not plan to use.

Note: To disable all billing codes on a screen, clear the Use check-box at the top of the table column.
Note: Any changes to the client's Codes screens will be saved automatically.

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