Using Uniform Task Based Management System (UTBMS) Codes in Merus


You can use these new UTBMS codes to log billable time in cases by changing Billing
Options in Case Details.
 

1. Once inside a Case, go to the Case Details tab.

 

2. On the right side of your screen, under Case Info, scroll down to the Billing Section to view the Billing Description Preference for this case.

 

3. To set a Billing Description Preference, click Edit.

 

4. Select a preference in the Billing Description Preference drop-down menu:

 

  • Show All Options (Set by default)
  • Show Only UTBMS - Based Options
  • Show Only Custom, Non-UTBMS Options

 

5. Click Save.

 

 

 
 

 
 
 
 

Use UTBMS Codes While Logging Billable Time

 

 


 

 

 

 

Use UTBMS Codes in LEDES Format Invoicing

 


1. Using an invoice with UTBMS Codes, go to Books > Open Invoices.

 

2. Locate an invoice with UTBMS Codes. Select your chosen invoice by checking the box in line with the invoice.

 

3. Click Export Invoices.

 

4. In the drop-down menu, select LEDES 1998B as your export format.

 

5. Click Export.

 

6. Once converted, your LEDES 1998B formatted invoice will be accessible in Messages.