Notes added to Transactions

New Features > Notes added to Transactions

Notes added to Transactions

Notes have existed on Sales transaction but now they have also been added to transactions such as:

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■	Record Journal Entry

■	Transfer Money

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■	Spend money

■	Receive Money

■	Prepare Bank Deposit

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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■	Trial Balance Detail

■	General Journal

■	Session Report

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■	Bank Register

■	Cash Disbursements

■	Cash Receipts

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■	Sales & Receivables Journal

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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:

■	Spend Money

■	Receive Money

■	Journal Entries

Transaction Notes will be added to the Import fields for the following:

■	Disbursements - Spend Money

■	Receipts - Receive Money

■	General Journal Entries

Adding Notes to Transactions video

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