Tasks Category

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:

  1. Navigate to Tasks
  2. Click New.
  3. 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:

  1. Navigate to Tasks
  2. Click New.
  3. 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).

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