With Budgeting, you can attach notes to specific budget line items. These notes are especially useful if there are several people working on the budget. Notes might contain logic behind a particular number, special information that only you have but need to pass on to others, notes letting others know where you left off, etc.

Adding Notes

In the toolbar, click the Main Menu icon ( ).
From the drop-down list, under the Financial section, select Budgeting.
The Budgeting screen appears in a separate tab.
Click Start/Update next to Manage Budget Lines in the task list.
The Manage Budget Lines screen appears.
Click the Add Note icon.
Enter your note.
Click OK.
The Note Attached icon appears in the Note column.

Reading Notes

In the toolbar, click the Main Menu icon ( ).
From the drop-down list, under the Financial section, select Budgeting.
The Budgeting screen appears in a separate tab.
Click Start/Update next to Manage Budget Lines in the task list.
The Manage Budget Lines screen appears.
Click the Note Attached icon.
The Budget Line Note screen appears.
Read the note and add your own comments as necessary.
Click OK to return to the Manage Budget Lines screen.

You can also read a note by hovering over the Notes icon.

Removing Notes

In the toolbar, click the Main Menu icon ( ).
From the drop-down list, under the Financial section, select Budgeting.
The Budgeting screen appears in a separate tab.
Click Start/Update next to Manage Budget Lines in the task list.
The Manage Budget Lines screen appears.
Click the Note Attached icon.
Click Clear Note.
Click OK.
The note icon changes back to the Note icon, indicating that there is no note attached.

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