Hi, it would be nice to be able to export "notes". This would be extremely helpful for end of year review and audits when trying to remember why a transaction was coded the way it was.
As an example, end of year - I am able to select transactions from a specific timeframe and "export notes". That way I can see the conversation I had back and forth with a client.
Please authenticate to join the conversation.
Completed
Feature Requests
6 months ago

S. Johnson
Get notified by email when there are changes.
Completed
Feature Requests
6 months ago

S. Johnson
Get notified by email when there are changes.