Activity Group Report (specially useful for Bankruptcy Attorneys)
With each note (time/expense entry), you may enter UTBMS Task and Activity Codes. Alternatively, you may enter your own custom codes instead of standard UTBMS codes. For example, you may enter DISC for discovery related time/expense entries, TRIAL for trial related entries, etc.
At any time you would like to see a break of cost by these entered identifiers, simply click on the "Activity Group Report" button for a selected case/matter under the "Cases (Projects)" tab. The system will generate an Excel workbook containing a summary page including totals for each task code. The workbook will also contain tabs for individual entries for each task code.
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Custom UTBMS or Similar Activity/Task Codes
During Time or Expense entries, appropriate UTBMS codes may be selected from drop-down boxes. Alternatively, custom UTBMS codes (or any other codes) may be entered. Entry of these codes is optional. If a client does not require you to report ...
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