Transaction Notes

Transaction Notes are an “optional” field that you may use to include additional information on a transaction, for example: serial number of a new piece of equipment, term of the warranty, etc. This field is free form and you can add as much detail as needed.

Transaction Notes are entered on the bottom portion of the Transaction Detail Record screen.

Figure #28 – Transaction Detail Record

Once you have completed your information

  • Click the save button

Figure #29 – Transaction Notes Save