Article ID: 7320

Finding Fees with a No Charge or Non-Billable Task Code

Take the following steps to find fees with a No Charge or Non-billable task:

  1. Click Reports, select Client, and Fees Listing... to open the Client Fees Listing window.
  2. Enter 1/1/1982 in the Start Date box and 12/31/2199 in the End Date box to run the report for all dates.
  3. Select Default from the Layout drop-down.
  4. Select Output options.
  5. Click the Other tab.
  6. Click to check the Billed Items box.
  7. Click to check the Unbilled Items box.
  8. Click to uncheck the Billable Tasks box.
  9. Click to uncheck the Write Up/Down Tasks box.
  10. Click to check the No Charge Tasks box.
  11. Click to check the Non-Billable Tasks box.
  12. Click OK to generate the report.