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Practice Manager only

Field	Description
Code	Type a code up to 10 characters.
Short Name	Type a code up to 8 characters. The short name is used in reporting.
Description	Type a description up to 50 characters. Names will display during data entry.
Unit	Type a unit of measure up to 6 characters (for example, mins for time, KM for travel expenses, dollar for estimates to complete or miscellaneous charges).
MarkUp	This feature is only available for the code group Disbursements. Key an amount by which you want to increase the value assigned to a type (for example, for a 10% increase type 1.1). As a default, select 1.0
Tax Rate	Select the relevant tax rate from the drop-down list.
Availability	Select Timesheets from the drop-down list to make this code available on timesheets.
CRM Type	Leave this field blank.

To amend an existing Code Type

Select the Code Type and press [Tab] until the cursor appears in the field you wish to amend.

All task codes fields can be edited at any time.

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