Users are able to leave comments and notes on individual transactions so that they can either return to later on or for other members of the team to be aware of. Any user who has access to view and review a transaction will be able to see any comments or notes left on the page.
Users will find this feature by clicking into a transaction via the Bookkeeping page for any client.
Users will be able to leave a comment, edit and delete where required.
If other users also make comments or leave notes then these will be visible too.
Future releases will include a task manager where notifications will be sent to users when comments or notes are left for them.