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Time and Expense

Use standard text

Practice CS includes standard text, which gives you the ability to define blocks of text of any length. Each block of text has a unique ID.  You can then use the blocks of text in several places throughout the application where you can enter text.
In text boxes where you can use standard text, you can specify a Standard Text ID. The application will automatically insert the text with that ID. Standard text saves you time when you always need to enter the same text.
You can use standard text in the following places:
  • Time & Expense Entry:
    Comment
     box
  • Time & Expense Entry:
    Biller Note
     box
  • Receipt & Adjustment Entry:
    Comment
     box
  • Billing:
    Compose
     tab
note
For former customers of Creative Solutions Practice:
  Practice Solution included standard text. If you converted from Creative Solutions Practice, the system brought the standard text items in the Practice Solution database over to the Practice CS database.
A difference between the 2 applications is the insertion of the variables into the text. Practice Solution used a “^” mark in the text, for which 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. The “^” marks will convert as plain text, which you can substitute with the variables used in Practice CS.

Use standard text in the comment boxes and biller note box in Time & Expense Entry and Receipt & Adjustment Entry

  1. Select the box where you want to insert the standard text.
  2. Select
    Open field
     that appears in the box when active. A window for that box opens.
  3. Enter the Standard Text ID, or use the dropdown and select the ID from the list. The standard text corresponding to the entered ID will show in the text area of the window.
    note
    If the text includes 1 or more text prompt variables, a window shows the text prompt. Here, you can enter the text value that you'd like inserted in place of the text prompt. You can change the text if you want.
  4. Select
    OK
     to transfer the text to the box.

Use standard text in the Compose tab in Detail Billing

  1. Position the cursor in the text box where you'd like to insert the standard text.
  2. Select
    Standard Text
     on the Compose screen toolbar.
  3. Follow the steps in the preceding section to insert the standard text.

This article applies to:

  • PRODUCT: Practice CS