Each note has a series of common features. Refer to Common Note Features for more information on each feature.

Some notes have popup cells that provide choices for alternative wording. Items listed on the menu that appear in bold (where applicable) indicate default wording.

Select the default grouping you want to use for the note linkage. The note is defaulted to use the Account link.

 

Please see the following link for more information on the rest of the options.

 

Use the entity popup menu to select the entity from the list. This will only show the balances associated with the selected entity.

Right-click on the express menu to insert more manual lines, insert subtotals, sort and delete current lines where the options are available. To add more Related Parties, use the express menu to insert a subheading (for the related party name), the number of lines you need and a subtotal to add the total of the related party amounts.

You can edit existing input paragraphs or insert more paragraphs using the express menu. Refer to Input Paragraphs for more information on inserting paragraphs.