Settings Menu
A Settings menu appears on all transaction forms and on some report
forms.
The Settings menu provides the following options:
Auto Clear
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The Auto Clear option
helps you to streamline data entry in transaction entry forms.
Select the Auto
Clear option to start a new entry automatically when you add a transaction
(as if you clicked the Add button, then the New button).
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Save Settings As Defaults
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In some forms, the Settings menu also
contains options that let you save the current settings as personal defaults
or restore the program's original settings.
- To
save the current settings as your personal defaults for the form, select
the Save Settings As Defaults option.
- To
revert to the program's original settings, select the Clear Saved Settings
option.
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Quick Mode
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In Invoice Entry, Quick
Mode lets you copy fields from the existing entry or detail to new
entries or details.
When you click Quick Mode on the Settings
menu, a separate form appears that lets you select Quick Mode settings.
- To
copy header fields to new transactions in the batch you are working on,
select Use Quick Mode For Entries, then specify the entry fields you want
to copy.
- To
copy detail fields to new details in the transaction you are working on,
select Quick Mode For Lines, then specify the detail fields you want to
copy.
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When you start a new entry or detail,
fields from the previous transaction or detail are copied to the new transaction
or detail, so you don’t have to re-enter them.
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