Smokeball Bill - Set up Activity Codes

Activity Codes are five-character codes used to manually track time, fees, or expenses on any matter. You can use Activity Codes to expedite the creation of Time & Fee or Expense entries. To create an Activity Code:

1. Navigate to Firm Settings and select Time & Activities.
    
2. Select Create an Activity to create a new code or click on an existing code in the list to make changes to it.
   • Activity Codes can be created to quickly generate fee, time, and expense entries.
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3. When creating an activity code, use up to five characters and fill in the details you would like to automate. You can use special characters including "-" as well.
   • Note: You can edit any field (rate, quantity, hours, etc.) when creating a time, fee, or expense entry; Activity Codes are just a great place to start.
4. Once all the information has been entered, select Create Activity.