Notes

To further define your records, we recommend you add notes as you work. Notes help track and maintain important information about records. For example, you can create notes to record special information about an invoice, delivery information, or vendor contact information you may need later.

You can add notes to most records in Financial Edge NXT from the Notes tile. You can add notes to invoices, credit memos, accounts, bank accounts, vendors, projects, and grants.

  1. Under Notes, select Add .

  2. Enter a type and date, a helpful description, or comment.

    Note: If the type you need doesn't exist, add it from Control panel, Fields and tables. For more information, see Manage Tables.

  3. Select Save.

You can edit an existing note or action at any time.

Under Notes, select the menu for a note, then select Edit. Make any necessary changes, then select Save.

You can delete notes from a record when necessary.

Under Notes, select the menu for a note, then select Delete.