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 select the refresh -button that 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 it.

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 or use it as template for a new transaction.

• You can only edit transactions where you are the author 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, therefore 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.