Time & Expenses: Activity Code

 

Activity Code for Quick Time/Fee or Expense Entry

If you find yourself creating similar types of Time/Fee or Expense entries, it is helpful to create activity codes to be able to save yourself time when creating entries.

How to create activity codes:

1. In Smokeball Settings, select Activities

  • (1) Make sure Time & Expenses is enabled
  • (2) Choose to round time entries on 6 minute or 15 minute increments
  • (3) See any existing activity code
  • (4) Select add to create an activity code. Note: The code will be max 5 characters.

activity_codes.png

2. Create a Fee Activity Code

  • (1) Name the code (max 5 characters)
  • (2) Enter a description that will appear on the time entry
  • (3) Select a rate for all staff or based on a staff member (if applicable)

activity_code_fee.png

3. Create a Time Activity Code

  • (1) Name the code (max 5 characters)
  • (2) Enter a description that will appear on the time entry
  • (3) Choose a default duration and rate(s) per staff member (if applicable)

Activity_code_time.png

4. Create an Expense Activity Code

  • (1) Name the code (max 5 characters)
  • (2) Enter a description that will appear on the expense entry
  • (3) Enter rate and quantity (if applicable)

activity_code_expense.png

5. Activity codes will be available to use when entering a Time/Fee or Expense Entry

quick_entry_activity_code.png

Did you know...

  • You can enter as many activity or expense codes as you want
  • Codes will be available whether you do a quick time/expense entry, entry from the home screen, or in an individual matter
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