Adding accounts notes

You can create and maintain notes against accounts records in the Accounts Ledger. This is useful if for adding comments regarding the selected client's account, for example, "Do not accept cash from this client". You can add, delete, view or modify account notes, and they are also included when printing ledgers.

To add account notes:

1. In the Accounts Ledger, select the matter you wish to add a note against.

2. On the Balances tab, click the Notes icon. The Notes dialog box opens.

3. Click the Add record button and type into the Notes field.

4. Click the Save record button or click OK. If you click Save record the Notes dialog box remains open, but if you click OK it closes.

• To view a note, just click the Notes icon.

• To modify a note, click the Notes icon, amend as required and click OK.

• To remove a note, click the Notes icon and click the Delete record button.

Notes

• When printing ledgers, account notes are included at the end of the ledger printout.

• This functionality is in addition to the existing transaction-level notes system.

• Notifications are automatically created when you add notes to records. These act as visual reminders of comments made against contacts, matters and accounts.