When entering a transaction in Accounting module, one can enter "notes" that help explain, later,
why/what one did. After I've POSTED the transaction, how can I go back and review the notes so I recall why I did something the way that I did?
Notes Section in Accounting Module
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Re: Notes Section in Accounting Module
In View Posted Transactions you can find the transaction then look at the details and see the notes.BillAnsley wrote:When entering a transaction in Accounting module, one can enter "notes" that help explain, later,
why/what one did. After I've POSTED the transaction, how can I go back and review the notes so I recall why I did something the way that I did?
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.
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Re: Notes Section in Accounting Module
If I recall correctly, aren't the notes edit-able even after the transaction has been posted? (Just an FYI) No other part of the transaction can be edited, except the notes. (Correct me, please, if I'm wrong about this.)NeilZ wrote:In View Posted Transactions you can find the transaction then look at the details and see the notes.BillAnsley wrote:When entering a transaction in Accounting module, one can enter "notes" that help explain, later,
why/what one did. After I've POSTED the transaction, how can I go back and review the notes so I recall why I did something the way that I did?
Eden
*Still* learning... and gratefully so!
Re: Notes Section in Accounting Module
Yes they are .. .this is actually a good thing as you can then add notes if needed.Eden Whitehead wrote:If I recall correctly, aren't the notes edit-able even after the transaction has been posted? (Just an FYI) No other part of the transaction can be edited, except the notes. (Correct me, please, if I'm wrong about this.)NeilZ wrote:In View Posted Transactions you can find the transaction then look at the details and see the notes.BillAnsley wrote:When entering a transaction in Accounting module, one can enter "notes" that help explain, later,
why/what one did. After I've POSTED the transaction, how can I go back and review the notes so I recall why I did something the way that I did?
Eden
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.