Managing Service Codes

You can configure individual service codes to accommodate different types of transactions. When you set up a service code, you can customize service code information, including taxes and surcharges, invoice text, and billing rates.

If your firm has many service codes, you may want to create categories and subcategories to group similar codes together. While service codes are required, categories and subcategories are not.

ClosedShow me an example of how categories and subcategories can be used to organize service codes.

In this example, the firm is using both categories and subcategories to organize its service codes. If subcategories were not needed, the firm could instead use categories alone to group the service codes.

Note: You can choose to include categories and subcategories when service codes are set up for your firm, or you can choose No Selection for the category and subcategory fields. See Setting Up Categories.

To add or edit a service code, do the following:

  1. On the Service Codes grid, do one of the following to display the Service Code window:
    • Create a new service code. Select New on the button bar, or right-click the grid and select New > New Service Code.
    • Edit an existing service code. Select a code and click Edit on the button bar. You can also right-click a code to modify and select Open > Open Service Code from the menu.
  2. Enter or edit service code information on the following tabs as needed:
  3. Click one of the ClosedSave buttons or Cancel.