Pre-Set Client Transaction Descriptions File

This form is accessible from the Client Transaction Details Form.  It is designed to save you time when entering client transaction descriptions.  It stores a list of commonly used descriptions for easy access when a description is needed.  The form will initially be blank, you can record commonly used descriptions as you use them.  For more information about using this form, see section Pre-Set Descriptions File.

See Also:

Getting Started with Polygon Back Office

Using Polygon Back Office

Polygon Back Office > Client Transaction Details