Setup

Create and use standard text templates

You can create standard text templates and use them to insert text in several different Time and Billing fields.
  1. Create a text template. Choose Setup > Standard Text. Click Add, enter an ID and the desired text, and save your changes.
  2. You can add the saved text to the following fields.
    • Time and Expenses > Daily Entry tab:
      Comment
       and
      Biller Note
       fields
    • Billing > Selection tab > Detail Bill > Summary tab:
      Invoice Notes
       field
    • Receipts and Adjustments > Entry tab:
      Comments
       field
  3. To insert saved text, click the button next to the field, select a text template, and save your changes.

This article applies to:

  • Product: Onvio
  • Audiences: Staff