Task Code Xref

Task Code Xref (cross reference) in Juris allows your firm to map its internal Task Codes to client-specific codes and descriptions on bills. This functionality ensures your standard coding practices remain intact while meeting the unique billing requirements of individual clients. Users can easily find, edit, delete, or create Task Code Xref entries, which substitute the firm's codes with the client’s preferred codes in bill formats, particularly useful for mandated electronic billing with JurisBX.

This article covers the following:

• Overview of Task Code Xref
• Find a Task Code Xref
• Edit a Task Code Xref
• Delete a Task Code Xref
• Create a Task Code Xref

Overview of Task Code Xref

The Task Code Xref (Cross Reference) feature allows you to map your firm’s internal Task Codes to the client-specific codes and descriptions that appear on their bills. If a client uses a different coding system than your firm's standard Task Codes, the Xref maps your code to their preferred code. This setup enables your team to continue using the firm's Task Codes for time and expense entries in Juris while automatically displaying the client’s code on their bill.

How It Works

• Mapping Task Codes: Task Codes are entered into Task Code Cross Reference Lists. These lists establish a relationship between your firm’s Task Codes and the corresponding Client Task Codes and descriptions. For example, your firm’s Task Code for Administration might be B100, but a client may require that the code ADMIN is used on their bills.
• Assignment to Clients and Matters: Once the Task Code Cross Reference List is created, it can be assigned to applicable Clients and Matters. In bill formats, the cross-referenced code and description replace the firm’s default values. This substitution is particularly beneficial when generating mandated electronic bills using JurisBX.
• Defaulting to Standard Codes: If a Task Code Xref is used for a Client or Matter, not every firm Task Code must be mapped. For any Task Code not included in the Xref list, Juris will revert to using the Standard Task Code schedule during billing.

This system ensures that your internal Task Code practices remain consistent while tailoring the billing presentation to align with the specific requirements of your clients.

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Find a Task Code Xref

The Finder tool in Juris is pre-configured to search only within Task Code Xrefs. To search for a cross reference entry, follow these steps:

1. Navigate to Task Code Xref by selecting Tables > Task Code Xref.
   
2. Open the Finder Form by selecting Tools > Find from the menu.
3. Review the default settings. The Look In field displays the path: Juris\Tables\Task Code Xref. The Search Subfolders option is enabled by default.
4. Optional: Refine the search by checking the Case Sensitive box if you want the search to match the exact case.
5. In the Named text box, enter all or part of the task code name or description. Details of the Task Code Xref (cross reference) spreadsheet are not included in the search.
6. Initiate the search by clicking the Find Now button or press Enter. The search results display at the bottom of the form.
   
7. Double-click an item to open it. Click the New Search button to clear the current search criteria and results before performing a new search.

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Edit a Task Code

To edit an existing Task Code cross reference, follow these steps:

1. Access the Table by selecting Tables > Task Code Xref.
2. Find the Task Code Xref and double-click the icon or description to open it.
   
3. Modify the details as required. The Task Code Xref itself cannot be changed.
4. Optional: Spell check the form by clicking the Spell Check icon on the toolbar.
5. Save the modifications by clicking the Save icon on the toolbar.

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Delete a Task Code Xref

To delete an existing task code cross reference, follow these steps:

1. Access the Table by selecting Tables > Task Code Xref.
2. Find the Task Code Xref and double-click the icon or description to open it.

3. Click the Delete icon on the toolbar.

   If the Task Code Xref is referenced elsewhere in Juris, a message will indicate that it cannot be deleted.

4. At the confirmation prompt, click Yes or press Enter. The task code cross reference is deleted.

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Create a Task Code Xref

To create a new task code cross reference, follow these steps:

1. Access the Table by selecting Tables > Task Code Xref.
2. Click the New icon on the toolbar. This opens the Task Codes Xref – New window.
   
3. Enter the task code cross reference information:
   1. Cross Reference List Name: Enter a 1–4 character code (digits, alpha characters, or a combination).
   2. Cross Reference List Description: Enter up to 30 characters.
      
4. Optional: Perform a spell check by clicking the Spell Check icon on the toolbar.
5. Click the Save icon on the toolbar. Once saved, the Task Code Xref schedule icon appears.
   
6. Click the Task Code Xref icon to open the Task Xref schedule.
7. In the Firm’s Code column, enter the Task Code as it appears in your firm’s standard schedule. You may also use the lookup icon to select from a list of available Task Codes.
8. In the Client columns, enter the Task Code details as required by the client.
   1.  
      1. Client's Code: Enter 1–8 alphanumeric characters.
      2. Client's Description: Enter 1-99 alphanumeric characters.

9. Click Save to confirm the new cross reference entry. The new Task Code Xref is now active and can be assigned to applicable Clients and Matters.

   You can design bill formats to include the cross-referenced codes and descriptions. This is often a requirement for creating mandated electronic bills using JurisBX.

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