Browse topics

You can create standard text templates and use them to insert text in several different Time and Billing fields.

1. Create a text template. Choose Setup > Standard Text. Click Add, enter an ID and the desired text, and save your changes.
2. You can 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
3. To insert saved text, click the button next to the field, select a text template, and save your changes.