Quick Codes

Created by Allison Cloyd, Modified on Mon, 14 Nov 2022 at 01:11 AM by Allison Cloyd

Quick-codes are a time saver allowing you to use preset descriptions on tasks, time entries, and invoice payments. Quick-codes can be accessed in Admin > General Settings > Quick-codes.

 

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Here, quick codes can be edited, deleted, and added.



Selecting the Create a quick-code button launches a form to enter a new quick-code.

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Here, a code can be entered that will appear in the Quick-code dropdown on entry forms. The text entered in the long description will populate the descriptions or memos in those forms. The area(s) where this code will appear as an option can be customized by checking the boxes of the applicable area(s).

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Additional quick-codes can be created by selecting +Create new quick-code at the bottom of the Quick-code dropdown.

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