Adding a Note to a Transaction

• When you want to add a note to a transaction, click on the icon at the top of your transaction file.

• In the Options Menu, you can select the colour of the note. You can also add a Reminder Date.

• On the date of the reminder, the file will be displayed on your home page under the message "Reminder Notes".

• To facilitate the management of notes in the office, we recommend starting your note with your first name.

• To delete a note, simply click on the X in the right corner at the top of the note.