Workpapers - notes to include account name
Within a specific workpaper we have the ability to add a note and select the account code that the note applies to. Can we add the account name in there as well?
McWhirter & Leong
shared this idea
Hi community, we'd like to provide an update as this feature has now been released!
Account names are now shown as part of the selection when creating a new note, along with being shown in the posted note and in the export.🥳
Thanks for sharing how this would have a benefit to you here.
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Tinus Le Roux
commented
Workpapers - Notes
It would be great if the account name would also be visible when exporting the notes section from Workpapers. The screenshot is from a download done just now.
The export to text only extracts the comments, not an account code or name.
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Diane Darcy
commented
It would be easier if there was a box next to each account that you could type in instead of a note that is attached to each account. It is visually easier to see and adjust where needed.
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Susan Davies
commented
Can we customise the Note Types? Also, a note can only be linked to 1 account code. We would like to have the ability to link a note to multiple accounts, including different account types (eg liability and expense).