Accounting Notes are messages that a user can attach to accounting transactions within Revenue Entry and Payment Management and are useful for tracking progress through a workflow and for passing comments along to other users. Additionally, Accounting Notes created for transactions in Revenue Entry also display in Microsoft Dynamics GP along with the transaction.
Figure 1: Accounting Note dialog
Users can access the Accounting Note dialog by clicking the
note icon (
) that displays on the data
grids in Revenue Entry and Payment Management.
Figure 2: Accounting Note in Payment Management
Once a user has added a note using free-form text (up to 1024
characters) and pressed OK, the note icon will appear with a red check
(
) for the line item. The
application saves the username (By) and date that the note was entered
into the system (Date Entered). Once the note exists, only the text
of the note can change. Once a transaction has posted in Revenue Entry, users will be
unable to edit or delete the content of an Accounting Note.