Hi, where do I go to type notes about a client, accounts or other info I may need my book keeper to see between me and her working on the same accounts or may need to see at year end etc. Basic general notes really.
TIA
Hi, where do I go to type notes about a client, accounts or other info I may need my book keeper to see between me and her working on the same accounts or may need to see at year end etc. Basic general notes really.
TIA
Open the client’s page and scroll down. Notes are at the bottom.
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