Create a Note

Use these steps to create a note.

To create a note:

1. Under the Setup menu section, go to Notes > Notes.
2. Click + New Note.
3. In the Create Note wizard that displays:
   1. Specify a name for the note in the Note No. field. If you do not specify a value in this field, Maconomy will automatically assign a note number from the series specified for the company to which the note is assigned.
   2. Enter a description in the Description field.
   3. In the Note Type field, select a note type in the dropdown list.
   4. In the Company field, select the company to which the note should be assigned.
4. Click Create Note.