Add a note against an account

Modified on Wed, 01 May 2024 at 02:44 PM

The Note feature is suitable for short technical notes that you want to add against an account. For example, you may want to make a note of the reason for making an adjustment.  

If you want to add more detailed information against an account, you can upload a file instead.

When you add a note, the Note button for that account becomes active (blue colour) on the Trial balance page. This is an indicator to other users that there is a note to read, and forms part of the accounts review process.

  1. On the Trial balance page, click the account to open it.
  2. On the Workpaper tab, click in the Notes box.
  3. Type the note.
  4. Click out of the Notes box.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article