Data required to save a transaction

Saving a transaction with CSI Mobile requires the same mandatory fields as in the CSI software:  

• Matter: The app displays only your favorite matters by default. Remove the favorite filter to search also for other matters with their subject, matter number or customer name. The search covers all matters having the status Open and to which you have access rights. You can also limit your search to only billable, non-billable or internal matters.
• Transaction Type: When selecting the type, you can limit your search to only billable or internal types. You can only select active transaction types that are aligned with the chosen matter (internal for internal matters etc.).
• Date: By default, the current date.
• Subject: The description may contain max 1000 characters. If prefilled based on the transaction type selection, you can modify the field further. The subject will be printed on the invoice, so write it in the language of the matter shown in the subject field.

You can utilize the “Need suggestions” button to choose a suitable subject for the transaction. The subject can be selected either from the transactions added to the matter or from your own transactions added to any matter. Once chosen, you can still modify it.

• In the Billable selection, define whether the matter is "Billable" or "Non-billable”. In non-billable matters, the field is already locked to "Non-billable”. In internal matters, the field is not visible.
• Enter Billable hours / Amount, Hour / Unit price and actual Worked hours for the transaction. The app displays the currency of the selected matter. If needed, select also the Skill representing the specific expertise required for the work.
• If phases have been defined for the matter, select a Matter phase for the transaction.
• When all the required fields are filled, and you save the transaction, the app returns you to the previous screen and locks the transaction’s Matter field to prevent accidental changes. If the transaction saving fails, you’ll get an error message.

• The matter has a service restriction
• A matter-related invoice (of the principal or payers) has been outstanding for a predefined period
• The matter principal or a matter payer lacks identification.

Editing transactions

You can view your transactions in the Transactions section where they are sorted by the transaction date. To ensure the information is up to date, you can scroll the view to refresh it. This prompts the app to display an updated list of transactions from the CSI database.

Clicking on a transaction on the list will open a detailed view of the entry.

• The General view displays the transaction’s basic information. Next to the Matter field, the View button enables you to access the matter details. If the matter is billable but the price field is missing, your organization has decided to hide pricing information.
• You can edit the transaction, use it as template for a new transaction or share its link with another CSI Mobile user e.g. by email.
• You can only edit transactions which are created by yourself and have status “Open" or "Non-billable".  If the settings made in the CSI software do not limit your rights, you can modify all transaction details except the matter and author fields.  The “Save changes” button saves your modifications.
• Use as template duplicates the selected transaction and allows you just to modify the required details before saving the duplicate as a new transaction. 
• NOTE! For the new transaction, the app always retrieves the current unit price for the copied transaction from the CSI software and sets the current date as its date.

Deleting transactions

You can remove transactions from the system with the Delete button. NOTE! Deleted transactions cannot be retrieved so the app requires confirmation before deleting them.

A transaction can only be deleted if:

• You are marked as the author of the transaction AND
• The transaction has the status "Open," "Non-billable," or "Reviewed" AND
• After clicking on the Delete button you confirm the deletion.

Once the transaction has been deleted, the transaction screen closes, and you are returned to the screen from which you accessed the transaction.