Commenting
You are able to keep track of the decisions made on invoices, bills and budgets by adding comments directly to an item.
This could be to explain
Why the invoice was excluded?
What a budget is for
When did we change that expected date?
Can we delay this bill?Writing notes in cells helps communicate information to your team and serves as a reminder as to what changes were made and why.
It's an easy way to indicate how you're breaking down a budget, explain why an invoice is being paid on an alternative date, or give a reason why you set a budget for a certain amount, etc.
To add a comment simply click into a budget row, or into an Invoice or bill. From here a commenting box can be found
To see a list of Comments and Mentions that have been left, simply click into the icon from the main cash flow page
Notes
To create a note, just click into any account cell and click the Notes section (top right)
Cells with notes on them will also have a small triangle on the top right corner so you don't have to click into the modal to tell if a note exists:
When you scroll over the triangle, the note will appear:
To remove a note simply delete the text from the 'Notes' section and hit save.