Expense description templates

Save descriptions that you use repeatedly so weekly EFD receipt entry takes fewer keystrokes and stays consistent.

Typical examples include:

• Foodstuff Guesthouse
• Dinner Clients
• Lunch Clients
• Food Stuff Safari

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Manage the list

1. Go to Settings → Expense Descriptions.
2. Enter a description and click Add.
3. Use Edit to correct an existing description or Delete to remove one.

The list belongs only to the organisation you are currently using. Switching organisations shows that organisation's own descriptions.

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Use a saved description

1. Go to Expenses → New Expense.
2. Find Description / Notes.
3. Click a saved option under Quick descriptions.

The selected text is inserted into the notes box. You can edit it or add more details before saving the expense. Selecting another option replaces the current text; it does not save the expense automatically.