Setting up Master Paragraphs attached to Task Codes

Master Paragraphs can be used in the billing process by dragging and dropping in Stage 3 of the billing wizard. To improve the billing process, you can specify Master Paragraphs to be used as standard paragraphs for a Code Type so they are automatically added for you when you create a bill.

To set up master paragraphs attached to task codes

1. Select Maintenance > Maintenance Map from the menu.

2. Click Miscellaneous on the Tasks bar.

3. Click Code Types.


The Code Types page opens.

4. Click to expand the relevant Code Type as shown below.

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5. Click the Para button associated with the Task Code you wish to add standard paragraphs to.


The Code Master Paragraph opens for that task.

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6. Select the paragraph(s) you wish to appear on the bill when time is being billed.

7. Select OK to save and close the Code Master Paragraph window.

8. Click OK to save and close the Code Types page.

To display the paragraph text when creating a bill

1. Select Group by Code in the drop-down list in Stage 3 of the billing wizard.

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