Create new Transaction tab
Use this tab to create a new Transaction on the ProLaw server.
| Option | Description |
|---|---|
| Enable New Transaction | Select this check box to enable creation of new Transaction on the server. If this check box is not selected, all settings of this tab are disabled. |
| Matter ID | Enter the Matter ID that will be associated with the new Transaction manually or click […] button to select one of the ProLaw Matters from the Select Matter dialog. |
| Component ID | Enter the Component ID associated with the Transaction manually or click […] button to select one of the components from the Select Component dialog. |
| Task code | Enter the Task Code associated with the Transaction manually or click […] button to select one of the components from the Select Task Code dialog. |
| Professional | This group of settings allows you to specify the professionals related to the Transaction. |
| Adding | Enter the ID and full name of the professional that will be regarded as the person who added Transaction manually or click […] button to select one of the professionals from the Select Professional dialog. |
| Set | Enter the ID and full name of the professional that will be regarded as the person who is assigned to this Transaction manually or click […] button to select one of the professionals from the Select Professional dialog. |
| Date | Enter the date associated with the Transaction. |
| Units | Enter value of the units associated with the Transaction. |
| Price | Enter value of the price associated with the Transaction. |
| Ext Amt | Enter value of the amount associated with the Transaction. |
| Description | Enter a description for the new Transaction. |