Adding a Journal Note in the Trial Balance
Overview
This video will show you how to add a note to a journal from within the trial balance. Step by step instructions can be found below the video.
Steps
- From the Accounts screen, click on Trial Balance.
- Select the desired Nominal Account.
- Use the Actions button to Show Account Details.
- Green Select the transaction line in the right hand grid that you want to annotate.
- Use the Actions button to select Edit Journal Note.
- Enter the note in the popup and set the one line option as required.
- Click Continue and the note will be added.