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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
note
Note to former users of Creative Solutions Practice:
 Practice Solution included Standard Text. If you converted from CSP, the Standard Text items in the Practice Solutions database were brought over to the Practice CS database. A difference between the 2 systems is in the way variables were inserted into the text. Practice Solution used a
^
 select in the text and you would provide the value to insert where the
^
 appeared in the text. Practice CS uses a different method for inserting variables in the text that is described. Therefore, the
^
 marks will convert as plain text, which you can substitute with the variable inserts used in Practice CS.

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.
    note
    To insert a line break in the text, press Shift + Enter.
  5. Select
    Enter
     to save the new Standard Text item.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Setup