How do I add/remove account notes?

An account note records notes for planning and projecting revenues, expenses, and capital expenditures for the current fiscal periods. You can add an account note to an account in the Chart of Accounts.

Adding an account note

1. Open Connect General Ledger > Organization > Chart of Accounts.

2. Click Edit (CTRL+E).

3. Click to select the field titled Account Number, and then enter the account number and press Enter.

4. Click to select the Account Notes tab.

5. Click Add Timestamp.

A "MM/DD/DDDD HH:MM - USER ID" displays in the Notes field.

6. Enter the budget note.  

Editing an account note

1. Open Connect General Ledger > Organization > Chart of Accounts.

2. Click Edit (CTRL+E).

3. Click to select the field titled Account Number, and then enter the account number and press Enter.

4. Click to select the Account Notes tab.

The account notes attached to the account display on the Account Notes tab.

5. Click to select the account note that you want to edit.

6. Now, change the account note.

Deleting an account note

1. Open Connect General Ledger > Organization > Chart of Accounts.

2. Click Edit (CTRL+E).

3. Click to select the field titled Account Number, and then enter the account number and press Enter.

4. Click to select the Account Notes tab.

The account notes attached to the account display on the Account Notes tab.

5. Click to select the account note that you want to delete.

6. Click the Delete button on the keyboard.

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