From CSM Settings, there are three billing codes pages (a Task Codes page, Expense Codes page, Activity Codes page) and a Non-US Tax Codes page that allow you to authorize billing codes and non-US tax codes globally (across all vendors).

By default, when new Task Codes, Expense Codes, Activity Codes, and Non-US Tax Codes are created in TeamConnect, they are automatically authorized on CSM Settings Billing Codes pages. See Defining Global Billing Code, Vendor, and Timekeeper Settings for more information.

If you specified automatic authorization of codes for new vendors on the CSM Settings General page, then after new Collaborati vendors have been created and mapped with TeamConnect vendor contact records, the authorized CSM Settings billing codes (Task Codes, Expense Codes, Activity Codes) and CSM Settings Non-US Tax Codes will be automatically authorized for the vendor(s). At the vendor account level, there are vendor-specific billing codes and Non-US Tax Categories pages where you can customize or override any billing codes authorizations that were applied across all vendors (from the CSM Settings level Task Codes page, Expense Codes page, Activity Codes page, or Non-US Tax Codes page). See Vendor Billing Codes and Tax Codes for more information.

Tip: For billing codes authorization, you may find that it saves time to give access to a common set of billing codes from CSM Settings level pages and apply those authorization settings across all vendors. Then, for individual vendor accounts, you can handle exceptions by editing billing codes authorization (for example, by unauthorizing certain billing codes).