Setting your data entry defaults can speed up entering transactions. It allows you to set default field selections and control tabbing order when entering. Data entry defaults are saved individually for each user and each user is prompted to change these settings at first login.
No time for reading? Watch the video on User Entry Defaults:
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Go to Control Table > System Defaults > Accounts Payable tab
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2. On the Data Entry Defaults tab, select the bank code that is most commonly used for accounts payable.
3. Select the Location and Episode codes used, also tick the skip checkbox next to both fields.
3. In the PO Transfer field, select the default type of draw-down that should appear when transferring purchase orders, typically users select Subtract.
4. Ticking the Skip checkbox in any field, will make your cursor jump to the next field in data entry.
5. Ticking the Hide checkbox in any field will take that field off the data entry screen.
**Please note that hiding the Indirect Tax Codes for AU and UK clients will force eclipse to not create a tax distribution line when an invoice entry is created.
6. Select the Purchase Order tab
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7. Select the currency that is most commonly used.
If you are on a multi-currency show and receive foreign currency data to enter, change default currency before data entry begins and change back after completed.
8. Select the Location and Episode codes used, also tick the skip checkbox next to both fields.
9. Select the Petty Cash/ Per Diems tab
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10. Select your default Petty Cash Code.
Available codes can be found under Control Table > Control Accounts.
11. Select the Location and Episode codes used, also tick the skip checkbox next to both fields.
12. Select the General Ledger tab
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13. Enter any default settings you would like to use for entering new chart of accounts codes.
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