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 appropriate activity/task codes, you may skip entering these codes for all cases (projects) of the client. If entered, UTBMS codes are displayed on PDF invoices.
Entry of these codes are generally required for valid LEDES format invoices.
Your CaseFox account is already configured with ABA activity and tasks codes.
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Overview:-
The Reports section provides a centralized and organized view of your firm’s key data in one place. It allows you to generate detailed reports for matters, contacts, tasks, staff, billing, time and expense entries, invoice payments, credit notes, ...
How Do I Delete a Task
Open the Tasks module. Find the task you wish to delete. Click the Delete (🗑) icon or select Delete Task. Click "Yes" or "Confirm" to permanently delete the task. Refer to the image