Click Accounting > under Activity Codes > Time & Fees.

Click New Activity Code to add a new code or click on an existing code to edit it.

Complete the details as required.

1. Select whether the activity code is a Time or a Fee.
2. Enter the Activity Code.
3. The Billing Description that you enter here will appear on invoices to clients. This can be edited in the time entry if needed.
4. Untick Group On Invoice if you don't want the activity to be grouped together as one entry.
5. Select whether to exclude or include tax.
6. Each activity code can default to a staff member's rate. If there is no specific rate type for the activity code, select None.
7. Select the appropriate Tax Code.
8. Select the appropriate Billing Mode.

Click Save.

Click Accounting > under Activity Codes > Expense Recovery.

Click New Expense Recovery Code to add a new code or click on an existing code to edit it.

Complete the details as required.

1. Enter the Recovery Code for the expense recovery item. For example, Pho for Photocopies or Sun for Sundries.
2. The Billing Description that you enter here will appear on invoices to clients.
3. Untick Group On Invoice if you don't want the activity to be grouped together as one entry. When this option is enabled, all related entries are combined into one line item, and individual dates will not be shown on the invoice.
4. Select whether to exclude or include tax.
5. Enter the expense of the activity in the Amount/Each field. If there are no recurring expenses, leave this field blank. The entered amount will serve as the default amount for the expense recovery item.
6. Select the appropriate Tax Code.

Click Save.