Add a note against an account

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.