Removing / Not Invoicing Entries 

1. In the Transactions/Expenses folder, choose the applicable transactions and then Remove from Preliminary Invoice on the ribbon. 
2. The system opens a pop-up window to confirm their removal from the preliminary invoice.
3. The rejected entries will move from the preliminary invoice to the matter to show as open and will be included in the next preliminary invoice for the matter.

1. Choose the entry you do not want to invoice and Change Status > Non-billable on the ribbon.
2. The system will remove the entry from the preliminary invoice and move it under the matter as Non-billable. 
3. You can include the entry to invoicing again in the matter’s Transactions/Expenses folder by choosing Change Status > Billable.
    

Adding Entries

If you notice that some transactions or expenses are missing from the preliminary invoice, and you wish to include them:

1. First, check on the Information tab if the transaction/expense entry has been registered after creating the preliminary invoice.
2. Choose Get New Transactions and Expenses on the ribbon.
   •  If the transaction has been added to the matter, the system will bring it to the preliminary invoice.
3. If this function does not bring you the transaction/expense you were looking for, you can add a new one directly to the preliminary invoice either choosing Add Transaction/Expense on the ribbon, or in the Transactions or Expenses folder by clicking New, entering all necessary information, and clicking Save.

Modifying Transaction and Expense Entries

In the Transactions folder of your preliminary invoice, you can make corrections to the details of a single transaction directly on the list, such as editing the date, text, the hours worked or to be invoiced, hour price, and the total amount of the selected transaction. Remember to click Save to confirm the changes.

To edit other details of the transaction, open the transaction window. 

Editing expenses is allowed only in the Expense window.