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.

This article applies to: