Tasks Category
The Tasks category allows you to add either custom items, predefined by you, or a static one-line Report item.
Custom Item
Once you have added your custom pricing items (please check Pricing Item Types section), to have it added to the Pricing:
1. Navigate to Tasks
2. Click New.
3. Fill in the following fields:
◼ Type – select the desired item from the list with 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)
Static Item
To add a new static item to Tasks category:
1. Navigate to Tasks category
2. Click New.
3. Fill in the following fields:
◼ 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 Expiration Date – 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).
