Adding or Reviewing Notes
To add or review report notes:
Select a report.
Select an account in the report.
Select Accounts, then Account Notes.
Optional: To change accounts, select an account from the list.
To scroll through accounts, click Next and Prev.
Optional: In Notes, enter comments for the account.
Optional: Select Display on reports to display Notes comments at the bottom of the report.
Optional: Select Show only accounts with notes to display only accounts with comments attached in the account list on Account Note.
Optional: To delete the comment, click Clear.
When you finish, click Exit.