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The UTBMS Code map defines the locations in the firm's Time and Billing system where eBillingHub obtains Task and Activity Codes. Note that you do not need to map Expense Codes as part of the UTBMS code mapping unless you are going to skip Expense Code Mapping in the eBillingHub and enter all expense codes directly in your system.
To create a UTBMS codes map, follow these steps:
1. Click the Map UTBMS Code Locations option from the Configure System tab to display the Map UTBMS Code Locations screen.
2. Select a UTBMS code (Activity, Expense or Task) from the list on the left that you want to map.
3. Select a location from the Available Code Locations list that you want to map to the UTBMS code you selected in step 2. (Available Code Locations are the data fields in your Time and Billing system where eBillingHub can obtain the code information.) This action populates your selection in the Obtain From column. To remove an association, click the clear icon .png) .
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4. Continue mapping other UTBMS codes if desired. When finished, click Save to save the new mapping.
Related Topics
.png) Additional Configure System Options
Mapping Expense Codes
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