Setting Up Practice Preferences

Setting Up Experts

Use the Experts tab to set up the practice default options for the Contact and Office experts.

1. Select Tables > Practice > Practice Preferences. The Practice Data Entry window is displayed.
2. Select the Experts tab.

Contact Expert

1. For Require Contact Note, select one of the following:

   • AlwaysAlwaysRequires the user to enter a contact note for items that are marked as processed.

   • NeverNeverA contact note is not required.

   • PromptPromptIf selected, the Contact Note window is displayed, giving you the option to enter a contact note. Selecting this option enables you to exit the Contact Note window while still marking the line item as processed.

2. Select Refresh Aging/Balance to display the current aging each time the expert is processed.
3. In the AR Expert Default Refund Code field, use the drop-down list to select a refund code, such as RF - Refund Transaction.

Office Expert

For more information, see Setting Up the Office Expert.

 

Related Topics

Using the Contact Expert

Using the Office Expert