New Features > Notes Added To More Transactions
Notes added to Transactions
Notes have existed on Sales and Purchases transaction but now they have also been added to transactions such as:
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Accounts
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Record Journal Entry
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Transfer Money
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Banking
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Spend money
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Receive Money
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Prepare Bank Deposit
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Sales
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Receive Retainer
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Spend Retainer
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Purchases
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Pay Bills
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Payroll
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Pay Liabilities
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Pay Employees
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Inventory
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Build Items
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Adjust Inventory
The Notes field will appear when the Notes button on the transaction window is clicked. The notes field will accommodate up to 1000 characters and will be saved at time the transaction is recorded.
The following reports will have the notes field available but it will not be selected as default:
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Accounts
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Trial Balance Detail
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General Journal
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Session Report
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Banking
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Bank Register
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Cash Disbursements
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Cash Receipts
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Sales
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Sales & Receivables Journal
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Purchase
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Purchase & Payables Journal
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Payroll
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Payroll Journal
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Inventory
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Item Transactions
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Item Register Detail
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Inventory Journal
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Card File
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Card Transactions
The notes field will be included in the list of report fields but will not be selected by default.
Transaction Notes will be added to the Export fields for the following:
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Spend Money
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Receive Money
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Journal Entries
Transaction Notes will be added to the Import fields for the following:
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Disbursements - Pay Bills and Spend Money
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Receipts - Receive Money
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General Journal Entries
Adding Notes to Transactions video
 
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