It is possible add comments on Export Transactions. These comments are visible to all users within the corporate but not to the bank that sent through the transaction.
On the left-hand menu of the transaction is the item Comments. Clicking on this brings up a page for entering a comment.
The button Add Comment brings up a blank box for completion. Enter the required text and click on Create.
The comment appears in non-editable state, with the date, time, and creator information. An alert is generated to other users.
As well as appearing in the comments list, it also appears on the face of the transaction at the bottom.
Some users may have the rights to delete comments made by any user, tick the box next to the comment(s) you wish to delete and click on the red cross at the top, then click OK to confirm it should be deleted.
Comments
0 comments
Please sign in to leave a comment.