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How do I create additional Task Codes in TeamConnect? How do I create additional Expense Codes in TeamConnect?

Here's how to create additional Task Codes and create additional expense codes in TeamConnect.

How do I create additional Task Codes in TeamConnect?

First stop the CSM synchronization

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Click on the Setup
Click on the Go to Object Definition > Invoice > Line Item
Click on Task Categories

The out-of-the-box (OOTB) Task Categories have organized into sub categories, such as: 

Bankruptcy Code Set:

TCKB - Setting up a new task code (Image 2).PNG

And further sub-categories:

TCKB - Setting up a new task code (Image 3).PNG

Here is an example of how you could add an additional code:

TCKB - Setting up a new task code (Image 3).PNG

And the Code Set and then any additional codes under the code set:

TCKB - Setting up a new task code (Image 5).PNG

Additional codes can be added in this manner.

Once the codes are added in the Setup,
Return to the TeamConnect CSM tab and find the CSM Settings > Task Codes

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The code or codes can be authorized (on the right side where it says Yes) or unauthorized for all the vendors on this page. If the code should be restricted to only some vendors, you can also authorize or unauthorize the code for individual firms. Do this by selecting the firm from the list of Vendors, selecting the Task Codes and click Edit.
The example below shows the task code is unchecked for a single vendor

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The code now shows as Unauthorized and will not appear in Collaborati for this firm.

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After changes are made to the codes, start the CSM Sync again.

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How do I create additional Expense Codes in TeamConnect?

First stop the CSM synchronization

clipboard_ee192d4935b0f8b0481389d62cdc97d65.png

Click on the Setup
Click on the Go to Object Definition > Invoice > Line Item
Click on Expense Categories

The out-of-the-box (OOTB) Expense Categories have organized codes:

TCKB - Setting up a new expense code (Image 2).PNG

And further sub-categories

TCKB - Setting up a new expense code (Image 3).PNG

Here is an example of how you could add an additional code:

clipboard_ec8437c80316eb9a91d9d9b2f692e8e5d.png

Additional codes can be added in this manner.

Once the codes are added in the Setup,
Return to the TeamConnect CSM tab and find the CSM Settings > Expense Codes

clipboard_e90429fb8c30af11b0589e4768816bf9d.png

The code or codes can be authorized (on the right side where it says Yes) or unauthorized for all vendors on this page. If the code should be restricted to only some vendors, you can also authorize or unauthorize the code for individual firms. Do this by selecting the firm from the list of Vendors, selecting the Expense Codes and click Edit.

After changes are made to the codes, start the CSM Sync again.

clipboard_e5f2d0089623aec124b422d02b1f0d0de.png

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