Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

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

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