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:
- Click Reports, select Client, and Fees Listing... to open the Client Fees Listing window.
- 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.
- Select Default from the Layout drop-down.
- Select Output options.
- Click the Other tab.
- Click to check the Billed Items box.
- Click to check the Unbilled Items box.
- Click to uncheck the Billable Tasks box.
- Click to uncheck the Write Up/Down Tasks box.
- Click to check the No Charge Tasks box.
- Click to check the Non-Billable Tasks box.
- Click OK to generate the report.