How to add a comment against debtor transactions

Owned by Beth Blok (Unlicensed)
Last updated: Nov 21, 2022 by Mike SheenVersion comment
1 min read

When users need to record specific information against transactions in the customer record that can be done in the Note field in the Transactions tab

Step-by-step guide

  1. Debtor Maintenance > Transaction tab

  2. Type in the comments in the Note field and save

 

If the field is not visible on the screen, turn on Use Custom Columns in that grid and make the field Note visible