This article applies to:

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.

Select

Setup
Standard Text

.

Select Add
, then enter an ID and your text and save your changes.

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

Select the button next to the field to insert saved text.

Select a text template, then save your changes.