From the CSM Settings Task Codes page, you can unauthorize or authorize Task Codes that will affect vendors that may be added in the future. In addition, you can apply the list of authorized CSM Settings Task Codes globally across all current vendors (avoiding repetitious authorization of Task Codes per vendor account).

Note: This is an efficient way to give all of your vendors the same set of authorized task codes. You can handle exceptions to this set at the vendor account level if a vendor should have unique access or restriction for certain Task Codes. See Vendor Billing Codes and Tax Codes for more information.

Task Codes Page

Note: If you checked the Automatically authorize new codes box on the CSM Settings General page, all new Task or Fee Codes, Expense Codes, Activity Codes, and Non-US Tax Codes will be automatically authorized.

To specify a Total Fees task code

To authorize or unauthorize Task Codes