To add a new entry, press the Tab key or click the button on the toolbar and the next available reference number will automatically be displayed. The label "New" will be displayed to the right of the Reference field when adding a new transaction. The Source of the transaction will also be displayed after the reference number is entered.

The button can be used to open the Fee Lookup window that allows you to view a list of fees and select a fee entry by double-clicking it.

Note: The reference numbers for each client's fee transactions begin with "1." As each new fee transaction is added, the reference number is incremented regardless of whether the previous transactions are still in work-in-process or have been deleted or updated. If desired, the reference numbers for all clients' transactions can be reset by using the Reindex Files program and selecting to compact the Fee File.

If the fee has been included on a pre-bill, the label "Pre-Bill" will be displayed. Transactions that have been included on a pre-bill will display with all fields dimmed when opened from outside the Pre-Bill Information window, unless the user has rights to Modify Pre-Bill Transactions Outside of Pre-Bills. Attempting to open a transaction from outside this window without rights will display a message that the transaction cannot be edited. Click the hyperlink on the “Pre-Bill” label to open the associated pre-bill in the Pre-Bill Information window.

If the fee has been included on a final statement, the label “Final Statement” will be displayed. Transactions that have been included on a final statement will display with all fields dimmed and cannot be edited. To change any field, you must revert the statement to a pre-bill, then make changes by drilling down to the transaction from the Pre-Bill Information window. Click the hyperlink on the “Final Statement” label to open the associated final statement in the Final Statement Information window.