How to manage Billable Transactions Savings

Log in to the HTML5 client.

Select the Projects Center workspace and open the Project Card.

Select the Billing tab.

Select the Transactions mode ().

Click on the New () 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.

In the Transaction dialog box, enter the needed information.

Close the dialog box.