Saving a transaction with CSI MyOutlook 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 with the status Open and to which you have access rights.
• 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 transaction 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 application 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.

Common reasons for transaction saving failures

A few situations may prevent you from adding transactions to a matter:

• The matter has a service restriction.
• The transaction posting period for the selected date is not open. 
• A matter-related invoice (of the principal or payers) has been outstanding for a defined period.
• The matter principal or a matter payer lacks identification.

If this occurs, the app provides you with an error message and the issue needs to be resolved to save the