If you are making multiple entries for specific matters, the easiest way is to do them in the Matters folder, so that the matter information is automatically updated to the transaction.

If before creating a new entry you want to review the transactions already recorded for the matter, open the matter window and its Transactions folder. If this is not necessary, you can create the entry directly from the matter list.

1. Select the matter and choose Add Transaction from the ribbon.
   
   
2. Select a suitable transaction type (if in use).
3. Complete the transaction details:
   • Check the transaction date and author, which are pre-filled.
   • Complete the transaction text (maximum 1000 characters). With the Search Text function in the ribbon, you can also retrieve a text template from the matter or previous transaction entries.
4. Complete the transaction's hour details and prices:
   • Billable hours are copied as worked  hours. If hours are printed on the invoice per transaction, only the billable hours are displayed. One hour equals 100 units.
   • With the lock icon, you can lock the unit price of the transaction, so changes to transaction details (e.g., matter, author, or transaction type) will not affect it. The lock remains when transferring or copying the transaction, and when mass-editing unit prices. You can remove the lock from the same icon.
   • If you change the total price so that units × unit price is not equal to the total price, the field is highlighted and marked with an icon. If units or unit price are changed afterwards, the total price will be recalculated and the highlight and icon removed.

NOTE! The power user may have defined a minimum duration and a rounding precision for transactions, which will round the values entered into the fields.

When all transaction details are complete, save it by selecting either Save or Save and Close. If the power user has activated a warning for zero-priced transactions in the software settings (Application Parameters > System parameters > Transactions > Transaction parameters > Warn about zero-priced transaction) , the software will check that the transaction being saved has a price.

After saving, you can easily use your saved transaction as the basis for the next entry by selecting Use as Template > Whole Transaction and then editing the necessary details. Use as Template > Matter Only creates a completely new entry but pre-fills the matter information.