System Parameters - Creating Standard Descriptions
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Standard Descriptions are used when entering invoices and Diarised Charges onto the system.
Expand for examples of where Standard Descriptions are used in the system:
Purchase Ledger Transactions:
Jobs Maintenance:
Diarised Charges:
They are also used to allow charges to auto-consolidate into one line on client invoices.
To access the Standard Description settings:
- Select System from the toolbar.
- From the dropdown, select System Parameter.
- Finally, select Standard Descriptions.
This will open the Standard Descriptions window, where you can add new Standard Descriptions and amend existing Standard Descriptions, as required.
Removing Obsolete Standard Descriptions
You can't delete a Standard Description, so if you no longer require one:
- Highlight it in the grid and double-click or click Amend in the action panel.
- Untick the Active box.
- Click Save and Close.
- If you need to view Inactive Standard Descriptions, tick the Show Inactive box at the top of the grid.
- You can reinstate an Inactive Standard Description by re-ticking the Active box and saving.
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