Adding or Reviewing Notes

  To add or review report notes:

  1. Select a report.

  2. Select an account in the report.

  3. Select Accounts, then Account Notes.

  4. Optional: To change accounts, select an account from the list.


    To scroll through accounts, click Next and Prev.

  5. Optional: In Notes, enter comments for the account.

  6. Optional: Select Display on reports to display Notes comments at the bottom of the report.

  7. Optional: Select Show only accounts with notes to display only accounts with comments attached in the account list on Account Note.

  8. Optional: To delete the comment, click Clear.

  9. When you finish, click Exit.