Use this field to enter miscellaneous notes and information about this invoice line. Notes cannot be entered directly in the grid; they must be entered via the Add Notes window, which is accessed by double-clicking in this field.
The Add Notes window is divided into two sections. The upper section is display only and shows all notes entered for the invoice line. Each note is date-stamped and includes the reviewer’s initials. Because these notes track the approval process, they cannot be edited or deleted. The lower section is used to add new notes. Once you have entered your note text, click the Add button. This adds the note, along with the date and reviewers initials, to the upper section of screen.
Add Standard Notes
To add standard notes (set up in HQ Standard Note), make sure focus is in the Notes box and click the right mouse button. From the shortcut menu, select the Standard Notes option, which brings up the Std Note Copy window. Enter the standard note to copy and click OK to add the note. Note will be appended to the end of existing note text (if applicable).
A spell check can be run for any notes entered in this window. Click the Spelling button in the toolbar ( ) or select the Spelling option from the Tools or shortcut menu.
To use the Tab feature (such as to indent the first line of a paragraph or create columns), you will need to press Ctrl + Tab for each tab increment.
Line notes will not display in the Line Notes column. Instead, the date and reviewer of the first note written will display to indicate that notes exist (e.g. 11/22/2007 By MDM).