Create billing codes for invoices

This feature is only available with CaseWareCloud Time, part of the CaseWare Cloud suite.

Learn more about Time.

Cloud comes with a set of predefined billing codes for work provided by your organization: GEN (General accounting), MGM (Management consulting) and TAX (Tax prep). You also have the option to add new billing codes. For example, if your organization performs audit work, you may want to add a specific billing code (such as AUD).

To add a billing code:

  1. Ensure you have the Settings Admin role or equivalent privileges.

  2. From the Cloud menu, select Settings.

  3. Select Time and then, in the Invoice section, select Billing Codes.

    Billing Codes in the Invoice options

  4. Select New.

  5. Complete the fields as appropriate. The Billing Code field is required.

  6. Select Save to add the new billing code.

Note: The Note field is intended for use within your organization, and will be omitted when you generate an invoice or a report.

You have created a new billing code. You will be able to add it to new invoices you create, or by editing pre-existing invoices. To see a list of all of your organization's billing codes, select Settings | Time | Billing Codes.