If a transaction requires mandatory information that cannot be entered when recording it through CSI Mobile or CSI MyDesk, the transaction will be saved in the system with the status Incomplete. Such mandatory information may include, for example, the author’s Skills area.

The software reminds the user of incomplete transactions, and the user can find them in the Workplace area, under the Transactions folder, by selecting the Incomplete transactions view. This list is visible only to the user themself.

In an individual matter, however, the Incomplete transactions view under the Transactions folder lists all incomplete transactions of that matter, regardless of who recorded them.

Incomplete transactions should be handled, because even one incomplete transaction prevents the matter from being invoiced. An incomplete transaction cannot be included in a proof invoice, nor can a preliminary or normal invoice be created from it. Also in mass invoicing (e.g., when creating preliminary invoices up to the current date), matters containing incomplete transactions are skipped.

Once all mandatory fields of the transaction have been completed, the transaction will move to the Open status. An incomplete transaction can also be deleted.