How to manage Billable Transactions Savings

How to manage Billable Transactions Savings

  1. Log in to the HTML5 client.

  2. Select the Work workspace, Billing tab.

  3. Select a Project in the Project Data Selector.

  4. Select the Transactions mode (Cost).

  5. Click on the New (NewProject) button and select one of the following commands:

    1. Project Transaction – To create a Transaction at the Project Level.

    2. Task Transaction – To create a Transaction at the Task Level.

      Select a Task in the Task list.

  6. In the Transaction dialog box, enter the needed information.

  7. Close the dialog box.