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. 

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Select the name of the Transaction you would like to add Notes to. 

Select the Notes tab.

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Select Create New Note

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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.