You can store extra information against the transaction you select which you can record in the Notes tab within the action panel.
Create a new note
Click Creditors then Enquiries then click Purchase Transactions.
Note: All purchase transactions are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox in front of a supplier you wish to add notes for.
Note: The Action Panel opens out from the right-hand side of the screen.
Click on the Notes tab.
Add your notes in the textbox.
To add more information including time and date, click on the date, email and time icon.
Click Save Notes.
Access the Notes tab when starting your journey on a supplier record
Click on Creditors then click Suppliers.
Note: All suppliers are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox in front of a supplier you wish to add notes for.
Note: The Action Panel opens out from the right-hand side of the screen.
Click on the Purchase Transaction card.
On the Purchase Ledger Enquiry, select the checkbox next to a transaction.
Click on the Notes tab on the Action Panel.
Add you notes in the textbox.
To add more information including time and date, click on the date, email and time icon.
Click Save Notes.
Edit an existing note
Click Creditors then Enquiries then click Purchase Transactions.
Note: All purchase transactions are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox in front of a supplier you wish to add notes for.
Note: The Action Panel opens out from the right-hand side of the screen.
Click on the Notes tab.
Add your changes in the textbox.
To add more information including time and date, click on the date, email and time icon.
Click Save Notes.