The software provides several ways to save a transaction:
- Save saves the transaction and keeps the transaction window open. This option is recommended if you e.g. want to save the transactions details on the General tab before moving to the Invoicing tab.
- Save and Close saves the transaction and closes the transaction window. Use this when all necessary details have been entered.
- Save and Use as Template is suitable when you wish to save multiple transactions to the save matter. It saves the transaction, closes the window, and opens a new transaction window where the following fields are pre‑filled: transaction type, matter, date, author, and transaction description. You can then only modify what is necessary and save the next transaction.
- Save and New saves the transaction, closes the window, and starts entry of a completely new transaction by opening the transaction‑type selection list. Use this when the next transaction belongs to a different matter.
Comments
0 comments
Please sign in to leave a comment.