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Training Tidbit: Set Screen Preferences for Invoices and Purchase Orders

Did you know when entering invoices and purchase orders, you can use the Set Screen Preferences option to hide fields that you do not utilize? For example, if you do not utilize the Cost Center field, use the Set Screen Preferences option to hide the field so that it does not display on the screen.

The Set Screen Preferences option also allows users to define the order in which the fields appear on the screen and which fields to repeat information automatically from the previous entry (without requiring an additional keystroke by the user).

To access the Set Screen Preferences option, go into the desired invoice or purchase order batch, select the Options menu, and then select the desired Set Screen Preferences option. Make the desired changes.

  • To define a field so it will not display on the entry screen, select the Hide field for the desired field. A checkmark will appear in the box if the option is selected. (Note: If a field is marked as Required, the Hide field cannot be selected as the field must appear on the screen.)
  • To change the order of the fields, click once on the field to move and then click the Top, Up, Down, or Bottom button until the field is in the desired position.
  • To define a field so it will automatically repeat the information from the previous entry without requiring an additional keystroke by the user, select the Repeat field for the desired field. A checkmark will appear in the box if the option is selected. (Note: If the Repeat function is selected for fields that are checkboxes, the field (checkbox) will be selected for each new entry (rather than repeating if the previous entry had the field (checkbox) selected or unselected).
  • Save the changes and the new settings will take effect immediately.

Note: The Set Screen Preferences are tied to a specific user, so each user can define their own settings within invoices and purchase orders. The Set Screen Preferences option is also available in the data entry options in Payroll (repeat function only) and General Ledger. For more information, refer to the Set Screen Preferences topic in the Help File.