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Tussman Program Release 10
Client and Matter - Select the client and matter as described in the sections on client and matter
lookups. You must assign each charge to both a client and a matter.
When you save each charge, the client and matter ID is carried forward to the next charge. You can
change it of course, but if you do not want the client and matter carried forward, change option 12 in
the Data Entry Options screen to N.
Staff Member - Specify the staff member who performed the service. Press the F3 key or click the
button for a list of staff member codes. New staff members can be added on the fly by clicking on
the
button and then clicking the Add button at the bottom of the list.
If you leave this blank, the program will not assign this charge to a specific staff member for purposes
of your management reports, such as billing and cash receipt summaries. The program also may not
use the correct billing rate if you do not specify the staff member. You can configure the program to
require the entry of a staff member code for each charge by setting option 1 in the Data Entry Options
screen to Y. Even if you are a sole practitioner, it is still recommended that you always enter a staff
member code.
You can define a default staff code which will be entered automatically. The default code can be
specified on a global basis by going to the Data Entry Option screen (item 14) or you can specify a
separate default staff code for each program user by entering it in each user's file.
Task Code - Entry of a Task Code is generally not necessary unless you are submitting bills in
LEDES, Tymetrix, or other electronic format which requires them. Press the F3 key or click the
button for a list of task codes. New task codes can be added on the fly by clicking on the
and then clicking the Add button at the bottom of the list.
button
Since not everyone uses Task Codes, the space for entering them can be disabled by setting option 6
in the Data Entry Options screen to N. Set this option to Y if you want to activate the Task Code
space, although entry of a Task Code will still be optional. To require the entry of a Task Code for
each charge, set option 6 to R. If you only want to require a Task Code for certain matters, go to the
Matter screen for each Matter which requires their use, click on the Z button at the bottom of the
screen and enter Y in the first space.
Activity Code - Entry of an Activity Code is optional although it will be required if you are submitting
bills in LEDES, Tymetrix or other electronic format. Press the F3 key or click the
of activity codes. New activity codes can be added on the fly by clicking on the
clicking the Add button at the bottom of the list.
button for a list
button and then
Normally when you enter an activity code the text describing that code will automatically be inserted in
the description space at the bottom of the screen It can then be edited or added to if necessary. If
you do not want the text for each activity code inserted in the description space, set option 10 in the
Data Entry Options screen to Y.
You can string two activity codes together in the Activity Code space by typing the first code followed
immediately by a plus sign (+) followed immediately by the second code. The text for both codes will
then be joined together and inserted in the description space, as described above. When the charge is
saved, however, only the first activity code will be retained in the Activity Code space.
When you press the F3 key for a list of Activity Codes it will normally present your entire list of codes.
If instead you want to assign groups of Activity Codes to specific Task Codes, so that when you press
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