Recording Transactions

• Good to Know About Transaction Entries
• Using Transaction Types in Entries
• General Information Entered for a Transaction
• Setting Transaction's Duration Step and Minimum Duration
• Additional Invoicing Information for a Transaction
• Transaction Saving Options

Ways to Record Transactions

• Adding Transactions to Specific Matters in the Matters Folder
• Recording a Transaction Using a Previous Transaction as a Template
• Recording a Transaction from the Timer Duration
• Recording a Transaction in the Work Time Calendar Together with a Work Time Entry

Editing Transactions

• Marking a Transaction as Non-billable
• Editing Multiple Transactions
• Copying or Moving Transactions
• Finalizing Incomplete Transactions

Managing Expenses

• Recording an Expense
• Foreign-currency Expenses
• Setting a General Expense
• Copying and Moving Expenses
• Marking an Expense as Non‑billable