Available in Sage Simply Accounting Premium and higher.

Add a Note to a Report

To add a note to a report:

  1. Open the Notes tab in the account record. How?
      1. In the Home window, click Company on the navigation pane.
      2. In the Tasks pane, right-click the Chart of Accounts icon and select Modify Account from the menu.
      3. Select an account from the list and click OK
      4. Click the Notes tab.
  2. Type the text you want to add to the account.
  3. (Optional) Select Display as notes to the financial statements to include the note in your financial statements.
  4. Click Save and Close.

Note: To remove notes from an account, click Clear Notes.