Creating notes for transactions

A Notes icon has been added to the bottom left corner of all AgExpert Analyst transaction screens. You can use it to enter additional information about the transaction, such as an expanded description or invoice information.

Click the icon to open the Edit Notes dialogue box. Depending on the type of transaction, you can enter private notes and/or customer notes.

Note:

Private notes will appear in the transaction report. 

Customer notes will appear on invoices.

Last updated on March 10, 2014 by FCC AgExpert