Map Expense Codes

To change the Billing Wizard Configuration:

  1. From the Main Menu, go to Configuration.
  2. Click Configure eBillingHub.
  3. Click the Configure System tab.
  4. Click the Map Expense Codes link. The Manage Expense Code Mappings window displays with a list of all current expense code mappings.

The first map is the default map. Each firm needs at least a default expense code map. Set up the default expense code map first.

  1. Click the Edit link to edit a mapping. The Configure "default" Expense Code Mapping window displays.

  1. Do one of the following:
  1. Click Save when finished.

Note: It is not necessary for you to keep client-defined expense codes within your Time & Billing system, and eBillingHub will ignore those codes should you choose to keep them. eBillingHub will always use this association table to map from your local expense codes to the client-specified expense codes list on the right. When you are finished mapping, click Save to save your work.

Create a Client-Specific Expense Code Map

You may need to set up a client-specific expense code map if a client requires expense codes that are not part of the UTBMS standard code set, or if the client requires that your local expense codes be mapped differently from the way they are used for other clients. Multiple clients can use the same expense code map, but a client can use only one expense code map.

To create a new expense code map for a client:

  1. Go to the bottom of the Expense Code Mapping window.

  1. In the Mapping Name and Mapping Description field, type a mapping name and description.
  2. From the Client Code Set drop-down list, select the client code set. The client code set is the list of available codes when you edit your expense code map.
  3. Click Add New Mapping. The new expense code map displays in the list of expense code maps.
  4. Click the Edit link in the Action column to edit the map.
  5. To copy an existing map, select the map you want to copy from the Copy Existing Mapping drop-down list at the bottom of the page and click Copy. After the map is copied, you can then make changes to the mappings.
  6. Click Save at top right to save your work.