Convert a task into billable activity

It is possible to convert a task into billable activity. At thecreation of a task, check the option should be checkedAdd this task to the schedules of assigned stakeholders.

The task will then become a visible appointment in the calendar.

Go to the calendar, right click on the appointment and click onConvert to billable activity.

Choose the type of activity you want.

Information on the activity should then be provided:time, and thebenefit, and thecosts, and thedisbursements.

These activities will appear in the file chosen during the creation of the activity but also on the client's file.They may be charged.

• Related Articles

• Convert an appointment to billable activity

  Activities can be created from the calendar: From the calendar, right click on the appointment and click onConvert to billable activity. Choose the type of activity you want. Information on the activity should then be provided:time, and thebenefit, ...

• Mark an activity as "non-billable" or "billable"

  In Jarvis Legal you have the opportunity to markactivities(time, services, fees or discounts) as "non-billing". They will appear well in the"Activities" tab of the folderand in thereporting "Control of Activities", but their amount will not be taken ...

• Duplicate an activity

  You can Duplicate or delete an activity from your Matters or Contacts. Given that your activities are not billed or not comprised in a proforma, click on the actions button "...", then click on "Duplicate" The activity is then duplicated with the ...

• Create activity from a matter

  It is possible to create activities from a matter: Click on New activity then choose the type of activity. It is then necessary to complete the activity information:time, and thebenefits, and thecosts, and thedisbursements. If this matter contains ...

• Associate an activity with a client

  In a folder whereyou have several customersyou can choose toassociate or not, your activity to the customer of your choice. Simple action When creating your activity, checkto electa customerand type the first letters of the client to whom you want to ...