Customize Billable Activity and Expense Lists

When adding Time and Expenses in the program you will have a pre-selected Activity type and Expense Type list when coming into the software. You can edit these lists, add more, add unit prices/rates, etc.

When you open a Time/Expense Entry you will see a pencil and clipboard icon next to the Activity Type/Expense type list. If clicked, it will bring up the list for you to edit as needed. You can also turn off the requirement for your Activity List ,as long as you are not using the ABA Codes.

To turn off your Activity requirement:

1. Click on Your Name on the upper right corner and select Settings
2. Click the System tab
3. Click Edit Settings
4. Uncheck the box next to "Require Activity Type on Time Entries"
5. Click Save Changes.

To edit your Billable Activity Type or Expense Type list, please follow these steps:

1. Click on Your Name on the upper right corner and select Settings
2. Click the Custom Lists tab
3. Next to the list your wish to edit, click the blue "Edit"

4. From there you can add the name of the Activity or Expense

5. If you are adding a new item - enter the item and then click Add.

6. If you are editing an Activity or Expense Type - click Save, then Done.