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.
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Completed
Feature Requests
10 months ago

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

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