Tasks Category
The Tasks category allows you to add either custom items, predefined by you in MaxBilling Settings, or
a static one line item.
To add a new custom item, predefined by you, to Tasks category:
- Navigate to Tasks
- Click New.
- Fill in the following fields:
- Type – select form your predefined custom tasks.
- Select Unit.
- Enter a Unit Price to set the single price for pricing unit.
- Enter a Discount % to set discount for the item. (optional)
To add a new static item to Tasks category:
- Navigate to Tasks
- Click New.
- Fill in the following fields:
- Name – to provide information for the task.
- Type – select Custom Task.
- Description – to provide additional information for the task.
- Charge Level – select the charge level – Workspace, Matter or Client. The charge level determines if the task will be calculated for each workspace, or for each matter, or for a client within the reported period.
- Unit – select Count.
- Quantity – static value which will be multiplied by the unit price.
- Enter a Unit Price to set the single price for pricing unit.
- Enter a Discount % to set discount for the item. (optional)
- Item Expires On – The static Tasks items will be included in the reports until the expiration date hits (i.e. the Item’s expiration date is earlier than the start date of the report).