Preferences that can be used to speed data entry
You can change a number of preferences to reduce the amount of typing you do, provide default entries and automate certain tasks, like applying payments to open invoices. Here's a list of some preferences that are especially useful for speeding your work. Depending upon the way you prefer to work, mark some or all of the following options:
- Select and Display Account Name, Not Account Number (Windows view)
- Select Items by Item Name, Not Item Number (Windows view)
- Select Cards by Card ID, Not Card Name (Windows view)
- Use Easy-Fill When Selecting From a List (Windows view)
- The Enter Key Works Just Like the Tab Key When Entering Data (Windows view)
- When I Receive Money, I Prefer to Group It With Other Undeposited Funds (Banking view)
- Automatically Print/Email/Fax/Save to Disk Sales When They are Recorded (Sales view)
- Print Packing Slip When Invoices/Orders/Invoices and Orders are Printed (Sales view)
- Print Labels When Sales are Printed (Sales view)
- Apply Customer Payments Automatically to Oldest Invoices First (Sales view)
- Automatically Print/Email/Fax/Save to Disk Purchases When They are Recorded (Purchases view)
- Apply Supplier Payments Automatically to Oldest Bills First (Purchases view)
This tip applies to: