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Set form default values on receipts

edited Jul 3, 2024 12:29PM in SuiteProjects Pro Discussions

<p>Save time and effort and ensure consistency on receipts by having forms already filled out with commonly-used values. Simply define frequently-used information and use the "Set Form Values" link in hints to take the guess work out of creating new receipts. Default values can be set for a defined role such as "user" or "administrator" or they can apply to "all" roles. <br/><br/> <span class="subHead"><strong>How to set form default values on receipts:</strong></span></p><ol><li>Navigate to Expenses > Exp reports and "Create > Exp report" or select one that has already been created. </li><li>Create > Receipt. The "New receipt" form displays. </li><li>Scroll to

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