Live Training & Videos
How to Add and Use Notes On a Transaction
Click on the Transactions category in the Left Navigation Bar and select a subcategory or search for the Transaction by name using the Quick Search bar at the top of the page.
Select the name of the Transaction you would like to add Notes to.
Select the Notes tab.
Select Create New Note.
Select the Visibility of the Note from the Drop Down Menu and fill out the Note Details in the space provided.
Select Save to add the note to the transaction.