Data entry preferences may be set from the Tools > Preferences menu in the 'Cash Receipt' data entry window. These preferences control the behavior of the cash receipts, and are saved on a user-by-user basis. Each user can define their own preferences.
Note
When you setup or change the cash receipts preferences, be sure to click the Save icon to commit the Preferences.
Listed below are the preferences associated with functions.
| Screen element | Description |
|---|---|
| Use Continuous New Mode |
When selected, the system automatically opens a new, blank Cash Receipts form after one has been completed and saved. |
| Auto-Dup. Deposit Date | Enabled only in conjunction with Continuous New Mode. Populates Deposit Date with same value as on last Cash Receipt. |
|
Auto-Dup. Check Date |
Press Enter, type your text, highlight the text, and apply the span.uicontrol class.Enabled only in conjunction with Continuous New Mode. Populates Check Date with same value as on last Cash Receipt. |
| Skip Check Date | System will automatically skip the Check Date field when moving through the form (but the user may still click into the field with the mouse to make changes). |
| Payor Options | Will automatically populate the Payor field as defined. May be set to Matter Nickname, Client or Blank. |