Customizing Billing > Special Firm Settings > Transaction Description Defaults

---

 Transaction Description Defaults

---

To set default Description text for various transactions and starting balances:

1. Choose Office > Firm Settings from the Navigation pane and click Transaction Description Defaults under the Billing heading.
   
   
   

2. Set default Descriptions for the following:

   1. Transactions:

      1. Fee Discounts on Bills

      2. Trust Transfers to AR

      3. Trust Receipts

      4. Write Up/Downs

      5. Client Receipts

      6. General Retainer Refunds

   2. Set default Descriptions for Starting Balances on the following transactions:

      1. Unbilled Time

      2. Unbilled Expenses

      3. Trust Balance

      4. General Retainer Balance

For more information, see Entering startup balances.

Related Topics

• Customizing Billing

• Enhanced Firm Settings