Activity Group Report (specially useful for Bankruptcy Attorneys)

Modified on Sat, 27 Aug 2016 at 11:36 AM

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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