User Guide

Tutorials

Getting Started Guide

174

5 In the General tab, do the following:

• Make sure the Line Item Entry Display option is set to two lines.

• Select both Smart Data Entry options by putting check marks in the

“Automatic field completion” and “Drop-down list displays

automatically” check boxes.

You could possibly have other global options selected as well. However,

the above options are the only ones that directly affect this tutorial.

6 When finished, select OK to close the Maintain Global Options window.

Memorized Transactions

You can enter and save common transactions for later use. For example, you

may want to repeat a transaction previously used for a customer several times.

Using memorized transactions can save time in repetitive data entry tasks.

You can set up and use memorized transactions for the following:

• quotes

• sales invoices

• purchase orders

• payments

• General Journal entries

You can do the following with memorized transactions:

• enter a new memorized transaction from scratch

• save an existing task transaction as a memorized transaction for later

use

• select an existing memorized transaction and apply it to a new task

transaction