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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. 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.
  4. 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.
  5. 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.
  6. 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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