Notes & Activities

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

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

 

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