How do I add notes? (Manual transactions)
You might add a note to a manual transaction to document why the transaction was created, adjusted, or corrected. Notes provide helpful context for future reference, audits, troubleshooting, and communication between users by explaining details that may not be clear from the transaction itself.
You can view the
comments when you view the manual transaction in Asset Inquiry or you
add notes to a report.
Adding notes
1. Open Connect Asset Management > Assets > Enter Manual Transactions.
2. Click the Notes
button at the end of the Account Type box.
3. Use the Notes window to add text, and then click OK.
The note is saved.
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