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?
Thanks for the feedback about our new Workpapers solution! We have a close eye on this feedback as the team continue to develop this product.
We'll keep an eye on the interest for this here, and I'll be sure to share if there is any progress.
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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).