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Delete Billing Code from List of Billing Codes (when there are billed items which use that code)

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seaves Posted: Thu, Jun 25 2009 7:20 PM

UTMBS codes have recently been revised; one change is the deletion of billing code L190.  We want to delete L190 from the List of Billing Codes [File>Setup>Codes>Billing Codes], however, we are unable to do so because "this billing code is still in use." 

I ran a search on billing items to find those that with the L190 code.  We are unable to change the billing code on these billing items because these items have already been sent (billed).

Is it possible to delete or change the billing code on a billing item that has already been sent?  If not, is there another way to remove the billing code L190 as an option in a billing item?  The goal is to prevent users from selecting this code.

We are on TM/BM 9.0 Enterprise.

Thank you,

Sandy J. Eaves
Firm Administrator
Calvert Eaves Clarke & Stelly, L.L.P.
2615 Calder Avenue, Suite 1070
Beaumont, Texas  77702
Telephone: (409) 832-8885, ext. 5705
Facsimile: (409) 832-8886
e-mail: seaves@calvert-eaves.com

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Haven't tried this but you can probably disconnect the bill code from the UTBMS code. If you do that anyone who is setup for task based billing will not be able to choose it because it is not linked properly. Alternatively you can change the code to have an X in front of the code. This will make it harder to choose.

 

Caren Schwartz (Moderator/CIC)

35-45 Consulting

& Time & Cents Consultants, LLC

Southport, CT

www.3545consulting.com / www.timeandcents.com

203-254-7736

Software for Managing Time, Money & Information

Time Matters, Billing Matters, Billing Matters Plus, PC Law CIC

 

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seaves replied on Fri, Jun 26 2009 12:08 AM

Thanks, Caren.

The bill code was disconnected from the UTBMS code when I edited the lookup file, so that didn't make a difference.  However, your second suggestion to put an X in front of the code IS a great workaround.  Thank you!

Sincerely,

Sandy J. Eaves
Firm Administrator
Calvert Eaves Clarke & Stelly, L.L.P.
2615 Calder Avenue, Suite 1070
Beaumont, Texas  77702
Telephone: (409) 832-8885, ext. 5705
Facsimile: (409) 832-8886
e-mail: seaves@calvert-eaves.com

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