Notes & Activities

Be able to view activities and add notes within your account.

Kaye Estanislao avatar
Written by Kaye Estanislao
Updated over a week ago

To see the audit trail of activities made within the report, all you need to do are these steps:
STEP 1: Click Transactions in the menu bar

STEP 2: Select a transaction which you want to view 

STEP 3: On the upper right side click on "Notes & Activities"

STEP 4: Click Add Notes, then this window will appear on your screen

STEP 5: Fill up the fields or insert an attachment then click Add note. You should see your note in the activity logs


Did this answer your question?