Activities and charge codes

Activities, i.e. the potential costs that can be added to cases, are created and stored in the Activity List.

In many situations activities need to be linked to charge codes. These are created and stored in the Charge Code List and linked to activities at the Activity List.

The two can have different relationships depending on the needs of those you invoice and hence, the needs of your business.

When you start using Case Manager it is important to set up and customise these lists.

When you see the word activity in Case Manager outside of a cost's Charge details area, it usually refers generally to activities of all types (i.e. of type Activity, Item or Fixed Charge).