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Setting Up Pre-configured Task Code Alerts

Enable Task Code Alerts in a Matter Template

Task code alerts are pre-defined actions that occur when spending for a set of task codes approaches a defined threshold. Task code alerts provide the ability to automatically reduce or reject invoices based on negotiated costs, and help automate enforcement of task code-based billing arrangements.
note
You can configure a matter type template so that task codes are required by default for all matters of that type. The task code requirements can also be modified for an individual matter.
The alerts you set up are valid for all matters that use this template. Alert actions you can define include flag/warning, automatically reject, or automatically reduce.
Required role | A company system administrator can create a matter type template, but only a Tracker Coordinator can edit an existing matter type template.
note
When you change the settings for task code alerts in a matter template, only new matters are affected. Existing matters that use this template are unaffected.
To require task codes in invoices at the matter type level:
  1. Select
    Settings
    in the left navigation.
  2. Under
    Matters Setup
    , click
    Matter Type-Templates & Matter Setup
    .
  3. Select the hyperlinked name of the matter you want to work with.
  4. Under
    Setup Options
    , in the
    Task and Expense Code – Task Code Alerts and Invoice Requirements group
    , next to
    Task codes required
    , select the appropriate task code categories for this matter type.
  5. Next to
    Action to Take for Task Code Alerts
     select an option define the action to be taken.
  6. On the toolbar, select
    Save & close
    .

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Company

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