“I need to add UTBMS Codes to a client with multiple matters.  How can I do this as a mass change?”

In File Maintenance Manager, open the Client record. Access the Billing Tab and click on the drop-down for Task Billing located under “Matter Defaults.” Select the Task Set to be used. Once you hit “Save,” you will see the following:

Choose the “Adjust All Client’s Matters” option and click OK.

Note:  If you have time in WIP, you will need to add UTBMS Codes to the Fee entries prior to billing the time or you will receive an “Invalid Code” error message during editing/saving.