Add notes to transactions and accounts to capture information relevant to your financial team. These notes are internal only and are not used on external communications.

Note Formatting

Formatting is plain text only. There is no character limit on notes.

Where can I add notes?

Notes can be added to the following listings:

• Sales: Customers, Quotes, Orders, Item Invoices
• Purchases: Suppliers, Orders, AP Inbox, Item Invoices, Bulk Payments
• Items: Items
• General Ledger: General Ledger Accounts, GL Journal Manager, GL Cost Accruals
• Employee Expenses: Expense Claims, Mileage Bands
• Fixed Assets: Fixed Assets
• Approval Workflow: Workflows

See:

Amending Transactions 

Document Manager 

Adding Notes

Add notes to accounts and transactions from their respective listing screens. 

1. Click on the Notes icon for the relevant transaction.
2. In the Notes screen, click Add New Note.
3. Complete the note and click Save.

Viewing and Editing Notes

In the relevant listing grid, hover on the icon in the Notes column. This will display the most recently added note. Click the icon to view all notes:

Now you can view/edit any previusly added notes: