Setting up user preferences for receipt & adjustment entry

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Use the Receipt & Adjustment Entry tab of the User Preferences dialog to set defaults for data entry fields, skip or hide various fields, set data entry options and display settings, and specify the tab of the Receipt & Adjustment Entry screen to start by default when accessing that screen.

From the Setup menu, choose User Preferences, then click the Receipt & Adjustment Entry tab.

Note: Your firm’s administrator can specify default user preferences when setting up new staff in the application (Setup > Firm > Preferences tab). Staff members with security privileges can later change these preferences if they want. To restore the firm’s defaults at any time, click the Reset to new Staff defaults for Firm link.

Settings and field defaults

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