Feedback: why did you remove 'notes'?

Question

Please bring back notes in the transactions view. I used this to track purchases without receipts, so they were easy to find to upload receipts I got later, or note why receipts were missing.

I don't want to be able to change the Bank transaction description, I just want my separate notes box back.

Thx,

Kim

kimmygs · Answer

Hi Melissa,&nbsp;I'm referring to the Transactions view, where we used to have a 'notes' section, yellow highlighted section in the screenshot. I used it to mark up expenses without receipts or other small things I had to remind myself of.

melisa_d · Answer

Hi&nbsp;KimmyGS,&nbsp;
&nbsp;
Thanks for your post and feedback. So I can pass this feedback on to the right team can you please clarify from which window this option has been removed from ? If possible please&nbsp;provide a screenshot.&nbsp;

lcrowhurst · Answer

KimmyGS&nbsp;wrote:Hi Melissa,&nbsp;I'm referring to the Transactions view, where we used to have a 'notes' section, yellow highlighted section in the screenshot. I used it to mark up expenses without receipts or other small things I had to remind myself of.i used to use this too...was handy....

melisa_d · Answer

Hi&nbsp;KimmyGS,&nbsp;
&nbsp;
Thanks for the screenshot. To add notes in the upgraded platform you will need hover over the description of the bank transaction and a purple pen will appear. Here you can enter in notes and save.&nbsp;
&nbsp;

kimmygs · Answer

Hi Melisa,&nbsp;Thank you for your answer, but it's actually not correct. The purple pen will appear but notes you put in will replace/change the bank statement description, which is not what I'm looking to do as this could easily result in errors in our accounting system.&nbsp;For notes to work, in my opinion, they need to be separate from the bank statement description, as thye used to be.&nbsp;It would therefore be good if the previous functionality could be brought back.&nbsp;Cheers,Kim

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Feedback: why did you remove 'notes'?

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