Entering File Notes

To add a file note:

1. From the toolbar select "Add or Import Data" > "Add File Note"
   
   
   
   The file note form appears.
   
   
2. Enter the file note details
   
   Complete the
   
   • Category
     The category will default to "File Notes", but you may edit the category.
   • Author
   • Subject and
   • Detail
3. Save the file note
   
   To save the file note, click the "Disk" toolbar item.
   
   The file note is now saved.

Note

File notes can be added from the menu of any transaction, creditor, asset, bank reconciliations, or tasks by selecting New File Note from the toolbar.

The Document toolbar is displayed:

The Task toolbar is displayed:

The Creditor toolbar is displayed:

Configure templates

It is also possible to configure templates for your file notes, this is available from the templates menu.

Saving a file note as a PDF

To output the file note,

1. Open the File note
2. From the "File" menu, select "Print"
   
   The print output form displays.
3. From the Export Options, choose "PDF"
   
   
4. Click "Export"
   
   The Save file dialogue displays.
5. Select the file name and click "Save" to save the file.

Printing a list of file notes

To output a listing of all file notes:

From "Reports & Forms > Document Reports" menu select the "Document Listing" report.

The file notes appear in the documents report.

Searching for a file note

You can search the jobs document management folder for all file notes.

1. In the document search box, select the "File Notes" document type.
2. click "Search Now"
   
   The file notes appear in the documents list.