In the CSI MyOutlook application, it is most natural to record transactions directly from email messages and calendar events.

Besides them, you also have the following options to record transactions in the app:

• In the Dashboard or the Transactions screen, by adding a completely new transaction or using an existing one as a template.
• In the Timesheet screen, easily adding transactions for selected matters and dates. This option is handy if you mainly work on a few matters during the week.
• By selecting Quick Action > New transaction available on the left side of the app.
• By using the Timer.
• In the Matter screen, by selecting the Entries tab.

In all these options, the app prefills to a new transaction the possible default transaction type and the transaction text defined for it. Note! The Email and Calendar actions use the email or calendar event subject as the transaction text.

From email messages

When you are working with email messages and have the app open, you may already have the Email actions screen visible to record transactions. If not, do as follows:

1. Click on the Email actions button.

2. If you had any of your emails selected, the app prefills the email subject as the Subject in the Email actions screen.

   

   • You cannot change the subject until you have selected the button adding a new transaction. If the subject text is very long and truncated, there is a tooltip showing the entire text. 
3. Select a matter for the entry.
   • If the email sender is a principal, principal’s main contact person, invoicing contact or marked as principal’s invoicing email address in any matters saved in the software, the app offers a list of those “suggested matters” from which you can choose.
   • Otherwise, you can select the matter from your favorites or from all matters.
4. Once the matter has been selected, the action buttons are activated.
5. Click on the “Add a new transaction” button.
   • Alternatively, you can add a new task or critical task or just link the email to a matter.
6. A new transaction opens, with the email subject copied as the transaction text in the Subject field.
7. Modify the transaction text and other details as required.

   • Note that the screen also enables you to add the email as a note to the transaction in the CSI software.

     

8. Click on Add transaction to save it.

From calendar events

To record a new transaction from a calendar event:

1. First, click a calendar event open.
2. Then open CSI MyOutlook from the ribbon or from the menu behind the three dots.
3. The app displays the title of the calendar event in the Subject field of the entry.
4. Search for a matter for the entry to proceed. The app offers “suggested matters”, which are identified based on email addresses of the event invitees, as well as your favorite matters.
5. Once the matter has been selected, the action buttons are activated.
6. Select “Add a new transaction” to open the transaction screen where the calendar event title is shown as the transaction text.
   • Alternatively, you can add a new task or critical task or just link the calendar event to a matter.
7. Modify the transaction text and other details as required.

In the Dashboard screen

Add a new transaction with the button or select “Use as template” to copy a suitable transaction, edit it as required and save. This works if you are adding transactions to a matter to which you have already recorded work during the last week.

In the Transactions screen

Click on the button and select “Transactions” which opens the Transactions tab by default. View weekly transactions by swiping the calendar horizontally. The dates having transactions are indicated with a dot. Your transactions for the chosen week are listed below the calendar.

Add a new transaction with the button or by using the “Use as template” button. The date you selected in the calendar is prefilled as the transaction date.

In the Timesheet 

Click on the button, select “Transactions” and then click open the Timesheet tab where you can easily add transactions to multiple matters and dates.

As rows, the timesheet displays all the matters to which you have added billable transactions during the week. If the list of matters is long, you can search for a specific matter.

• The colored button above the time sheet enables adding new matters to the list.

As columns, you’ll see the last 7 days including the current day.

• Your total billable hours are summed up per day, and you can navigate between the days by swiping horizontally.

Each cell displays your total billable hours recorded for a specific matter on a particular date.

• Above the hour total, the number of transactions recorded in the matter is displayed.
• To view the transactions recorded, click the cell to open the transaction list.

You can add a new transaction by clicking on the button in any cell.

• The selected date and matter are pre-filled and cannot be changed.

After completing and saving the transaction, the time sheet reflects the updated billable hour amount.

NOTE! Using the time sheet, you can only add transactions with hour-based transaction types. Thus, transactions recorded elsewhere in other units (e.g., units, minutes, days) are not displayed on the time sheet either.

Using the Quick Action button

The Quick Action button on the left side of the application opens another menu from where a new transaction can be created.

Using timer 

To measure the duration of your transactions, you can select the Timer  button on the top menu. The Timer screen displays any open timers you have. The button adds a new timer.

1. First enter information for the timer and then click on “Add timer”.
   
   • If a matter is selected, the details are added using the matter’s default transaction type and language. If no matter is selected, the user’s default transaction type and the interface language are used. If you change the transaction type after manually editing the subject, the subject will no longer be updated.

2. Now, start the timer with the button.

    

3. Stop the timer by clicking .
   • The “-5 / +5” buttons enable adding/deducting time.
   • The timer can be set to zero with button.
   • With button you can close the timer without saving its value.
4. button opens a transaction screen where you can fill in the required details and save the transaction

The app automatically saves time slots when each timer has been running. To view them, select the three dots in the upper right corner of an individual timer.

If there is a timer actively running, the application displays the pause button. By clicking on it, you’ll see the details of the active timer.

Managing multiple timers

If you work simultaneously on several tasks, you can measure their duration with multiple timers.

New timers are opened by selecting the button next to the “Search timer” field.  

The app lists all the timers on the Timer screen, and the Timer button on the top menu indicates the number of open timers.

However, you can have only one active timer at a time. When you start one timer, the one that was previously running stops.
 

From the matter screen 

You can also add transactions from the matter screen (Menu > Matters) by selecting a matter, opening its Entries tab, selecting Transactions and clicking on the button.

When adding a new transaction here, the matter information is prefilled automatically. You can also select one of the transactions already recorded as a template for a new one.