How to add auto text for office and trust receipt and payment reason and memo, and invoice title

Step 1.  Go to Accounts Options > Accounting > Auto Text.

Step 2.  Select from the "Available Fields" on the left for the field you want to update.

Step 3.  Click on the Add Button at the bottom of the "Auto Text Options" on the right.

Step 4.  Enter a name, description and shortcut as you require.

             Note:  Follow steps 3 and 4 for additional auto texts you require.

Step 5.  Click on the Save button and Close.

See below for a snapshot.

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.