Setting up user preferences for receipt & adjustment entry

Alerts and notices

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

  • In the Control Date field, you can select Most Recent or Today’s Date as the default.
  • In the Bank Account field, select a default bank account.
  • In the Adjustment Bank Account field, you can select a default bank ID for adjustment entries.
  • In the Date field, you can select Sheet Date or Today’s Date as the default for receipt and adjustment entries.
  • In the Client field, mark the Description checkbox if you want the Client Description column to show in the Receipt & Adjustment Entry screen.
  • In the Type field, select a default type for line items. Choices are Credit Memo, Debit Memo, Non-Sufficient Funds, Receipt, and Write-Off. Mark the Description checkbox if you want the Type Description column to show in the Receipt & Adjustment Entry screen.
  • You cannot enter a default reference number, but you can mark the Skip and/or Hide checkboxes to skip the Ref Number field during data entry.
  • In the Comment field, you can enter a default comment to use on transactions.
  • Mark the Skip and/or Hide checkbox to skip or hide the Invoice Search field during data entry.
  • Mark the Skip and/or Hide checkbox to skip or hide the Links button during data entry.
  • Mark the Skip and/or Hide checkbox to skip or hide the Custom Fields button during data entry.

Entry

  • Automatically apply receipts to oldest first: Mark this checkbox to automatically apply receipts to the oldest outstanding balances first.
  • Automatically display the applied amounts: Mark this checkbox to display the Applied Amounts dialog automatically.
  • Automatically display Links entry: Mark this checkbox to display the Links dialog automatically.
  • Automatically display Custom Fields entry: Mark this checkbox to display the Custom Fields dialog automatically.
  • Implied decimal on amounts: Mark this checkbox to use an implied decimal on amounts (meaning you can enter 50 for $50.00 rather than 50.00).
  • Automatically check spelling: Mark this checkbox to have the application check spelling of entries automatically.

Display settings

  • Display hash totals: Mark this checkbox to show hash totals at the bottom of the grid.
  • Start-up tab: Choose the tab of the Receipt & Adjustment Entry screen you want the application to start on by default.