Quick Tip: Copying a Previous Description into Fee, Cost, Payment, or Client Funds

June 2022    Tags: , , , ,

When entering information into the software, have you saved an entry only to realize you needed to enter the same description into the next entry as well?  If so, there is an easier and quicker way than going back to the last record to copy the information.  When you are in Fee, Cost, Payment, or Client Funds, pressing F2 while in the description field will automatically replace the transaction code’s default description with the Description entered for the previous entry saved during the current data entry session.

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