On the dashboard - near debtors/creditors/account watchlist there should be something like a pin up board where you or your adviser can write short memos or notes.
For example, I set up a new GST code (I am the Adviser) that will require the client to select this each time their create a particular invoice. As this process is new, you could write a quick reminder to the client - so each time they log in they see the reminder (the pinup board might even flash up on the screen when they first login too as the first thing they see).
Its a bit of an extension of the DISCUSS tab - rather than a comment about a specific transaction, it is a global discuss option.
David Miller
supported this idea
·
On the dashboard - near debtors/creditors/account watchlist there should be something like a pin up board where you or your adviser can write short memos or notes.
For example, I set up a new GST code (I am the Adviser) that will require the client to select this each time their create a particular invoice. As this process is new, you could write a quick reminder to the client - so each time they log in they see the reminder (the pinup board might even flash up on the screen when they first login too as the first thing they see).
Its a bit of an extension of the DISCUSS tab - rather than a comment about a specific transaction, it is a global discuss option.