Adding Standard Text

This guide will show you how to add standard text descriptions for use throughout Osprey

You may add predefined text to various text entries throughout Osprey. Navigate to Supervisor > Code Setup > Standard Text Descriptions > Add Standard Text Descriptions

You will be able to choose the area you wish to add text for

Account Payee Text – shows the text when typing the Payee for Cheques Required.

Client Ledger Posting Text – shows the text when typing the posting description on Client Ledger

View Note – Can be linked to Views to add more information to views for Questionnaires and Extensions.

Journal Posting Text – shows the text when typing the posting description in Journals

Matter Description Text – shows the text when typing the Matter Description

Nominal Ledger Posting Text – shows the text when typing the posting description on Nominal Ledger

Purchase Ledger Posting Text – shows the text when typing the posting description on Purchase Ledger

Standard Text – shows on the Time Posting Screen to append/replace Attendance Notes

Standard Text Message – Shows as a template to choose when sending SMS