Activities and charge codes in estimates

Estimates, activities and charge codes

Broadly speaking an estimate controls which activities can be added to a case: either permitted activities or activities with permitted charge codes. You specify whether your estimates 'police' through activities or charge codes at the category settings level.

The four estimate options are at the category settings as shown below:

Three of the four specify that estimates police through activities. The option highlighted in blue specifies that estimates police through charge codes.

See Estimate examples for an example of each.