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Setup

Set up standard text

Practice CS includes a feature called Standard Text, which lets you define blocks of text of any length, each identified by an ID that can then be used in several places in the application where you would enter text. In text fields that are enabled for Standard Text, you can choose a Standard Text ID and the system will automatically insert the text associated with the ID. This can be a significant time saver when you enter the same or similar text multiple times. Standard text can be used in the following places:
  • Time & Expense Entry: Comment field
  • Time & Expense Entry: Biller Note field
  • Receipt & Adjustment Entry: Comment field
  • Billing: Compose screen

Adding a Standard Text item

  1. Go to
    Setup / Standard Text
    .
  2. Select
    Add
    .
  3. Enter an
    ID
     for the Standard Text item (up to 11 alphanumeric characters).
  4. Go to
    Description
     and enter the text that you want inserted when you use the ID.
  5. Select
    Enter
     to save the new Standard Text item.

This article applies to:

  • Product: Practice CS
  • Subject: Setup