Setting up standard text

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Standard text can streamline data entry by letting you choose pre-defined text items to insert as comments on invoices, statements, and reports throughout the application.

To open the Standard Text setup screen, choose Setup > Standard Text.

Adding a standard text item

The standard text entries you create are available in comment fields in Time & Expense Entry, Receipt & Adjustment Entry, and the Compose tab of the Detail Billing screen.

To add a standard text item, follow these steps.

  1. On the Standard Text setup screen, click the Add button.
  2. In the ID field, enter a brief ID that will be easy for you and your staff to remember. For example, you may want to identify text describing preparation of individual tax returns as "1040."
  3. In the Description field, enter your text.

Adding variable dates and text prompts

The two buttons above the Description field enable you to enter variable dates and text prompts.

When your staff are entering time, expenses, receipts, or adjustments, they can open the Comment field and select any standard text item from a drop-down list. If you added a text prompt to the standard text item, they will be prompted to complete the item after selecting it.

Share This