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Accounting Codes

Use this program to enter/edit Accounting Codes

Fields
Create New
Edit
Searching
Delete
Return

Entering Accounting Codes

1. Enter the Accounting Code. This is a caps lock field and is limited to 6 alphanumeric characters. Code must start with CA

2. Enter the Unit Cost if applicable.

3. If LEDES formatting is enabled on your system select the UTBMS expense code which most closely matches the Accounting Code.

* Note: you do not have to select a UTBMS code to match the Accounting Code but doing so will save you steps later on while processing transactions and may help to maintain consistency in the use of these codes.

4. Enter the Accounting Code description. You may enter up to 160 characters of description.

5. Save the code by clicking on the Save Button or F2.

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Editing Accounting Codes

1. Call up the record by finding or entering the Accounting Code.

2. Change the fields to be edited.

3. Click on the Save Button or press F2 to save your changes.

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Searching for Accounting Codes

To Search using the Function Keys

1. Place the cursor in the Code field and press F9 or click the find button. Use F8 to go to the next record and F7 to go to the previous.

2. The search is started against the first most matched record to your entered criteria. For example, entering "A" in the code field and then pressing F9 will bring up the first code beginning with A.

To Search Using a Selection List

1. Click on the Selection List Button located at the end the Code Field to display the Accounting Code Lookup Dialog.

2. Click on the desired Code and then click on the OK button.

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Deleting an Accounting Transactions Record

The user may only delete Accounting Codes that start with the letters CA.
To delete an Accounting Code, find the Accounting Code record and, with the cursor in any field, press Shift+F2.

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Fields in the Accounting Codes View

Field	Size	Description
Code	6 Char	Accounting Code
UTBMS Expense Code	6 Char	Code representing the LEDES format expense code. This can be set to be associated with a CA accounting Code.
Description	160 Char	Description
Unit Cost	4.4/td>	Cost per Unit

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LEDES UTBMS Expense Codes

Codes	Description
E101	Copying
E102	Outside printing
E103	Word Processing
E104	Facsimile
E105	Telephone
E106	Online research
E107	Delivery services/messengers
E108	Postage
E109	Local travel
E110	Out of Town Travel
E111	Meals
E112	Court fees
E113	Subpoena fees
E114	Witness fees
E115	Deposition transcripts
E116	Trial transcripts
E117	Trial exhibits
E118	Litigation support vendors
E119	Experts
E120	Private investigators
E121	Arbitrators/mediators
E122	Local counsel
E123	Other professionals
E124	Other

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