---
title: "Notes & Activities"
description: "Be able to view activities and add notes within your account."
url: https://help.juan.tax/en/articles/312-notes-and-activities
collection: "Transactions Module"
updated: 2025-12-02
language: en
---

# 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