Billing Q&A: Uppercase Descriptions on Statements

September 2022    Tags: , ,

Is there a way to force the descriptions for all transactions on our statements to display in uppercase text?

A Display all Transaction Descriptions in Uppercase check box was added to the Statement Templates window in Tabs3 Billing Version 2022. When this check box is selected, all text in a transaction’s Description field is automatically converted to uppercase when included on a statement.

To display all transaction descriptions in uppercase for a statement template

  1. From the Quick Launch, search for and select “Statement Templates.”
  2. In the Template ID field, select the statement template you want to edit.
  3. Select the Display all Transaction Descriptions in Uppercase check box.
  4. Press Ctrl+S.
  5. Repeat steps 2-4 for each template you want to edit.
  6. Close the Statement Templates window.

To display all transaction descriptions for a single batch of statements

  1. From the Quick Launch, search for and select “Generate Statements.”
  2. On the Options tab, in the Statement Options section, click the Statement Template button.
    1. Click the Select Option button.
    2. Select Display all Transaction Descriptions in Uppercase from the list and click OK.
    3. Select the Display all Transaction Descriptions in Uppercase check box.
    4. Click OK.
  3. Make any additional changes to the Generate Statements window and then click OK.
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