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- School Accounting System
FAQ: When entering my budget, is there a way to have the description for the budget entries automatically appear?
When entering my budget, is there a way to have the description for the budget entries automatically appear?
Yes, the Transaction Description field can be set up to repeat or you can allow the system to default a description.
To set the Transaction Description field to automatically repeat, do the following:
- From the Budgets screen, select the Options menu and then Set Screen Preferences.
- Select the Repeat field to the right of the Transaction Description field.
- Click the Save button.
- After entering a description in the Transaction Description field once, the system will automatically repeat the description with each new entry.
To allow the system to default a description, do the following:
- When making a budget entry, leave the Transaction Description field blank. If the field is left blank, the system will use a default description of “Budget Entry”.