Using the Group fees by drop-down menu, select how you want the fees to be grouped. These groupings reflect the order in which fees would be shown on a client’s statement based on the Subtotal selected in the Statement Template.

Final Statement Selecting Final Statement will display transactions by the Subtotal selected for the Statement Template defined for the client’s Final Template, followed by date, and then reference number. This is the default option each time the window is opened.
Draft Statement Selecting Draft Statement will display transactions by the Subtotal selected for the Statement Template defined for the client’s Draft Template, followed by date, and then reference number.
Timekeeper Selecting Timekeeper will display the transactions in ascending timekeeper order, followed by date, and then reference number.
Transaction Code Selecting Transaction Code will display transactions in ascending transaction code order, followed by date, and then reference number.
Category

Selecting Category will display transactions in ascending category order, followed by date, and then reference number.

Date Selecting Date will display transactions in ascending date order, followed by reference number.