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.