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How to Add Notes to a Transaction in Sumung

Internal Notes let you record context on a transaction - like why a payment was made or which approval covered it - without affecting the amounts or…

Steps

  1. Open the transaction, either from Posted Transactions or while creating a new Deposit/Withdrawal/Transfer.
  2. Find the Internal Notes field below the Line Items table.
  3. Type your note and save the transaction.
  4. The note is visible whenever the transaction is reopened, but doesn't appear on any customer- or vendor-facing document.

Related Articles

  • How to Edit a Transaction in Sumung
  • How to Attach Documents to Transactions in Sumung
  • How to Add a Transaction Manually in Sumung

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