How to use the 'Log note' feature in accounting application?
To use the 'Log note' feature in Metro ERP's accounting App, follow these steps:
1) Go to the "accounting" module by clicking on its icon in the main dashboard or using the application menu.
2) Log notes provide a historical record of interactions and updates for each record, which is valuable for tracking progress and referencing past actions.
3) They facilitate internal communication by allowing team members to leave notes, comments, and updates directly on records, ensuring that all relevant information is centralized.
4) In the invoice form or document view, look for an option or button labeled 'Log Note.' Click on it.
5) A text box or pop-up window will appear, allowing you to enter your note. You can type in any relevant information or comments related to the invoice.
6) After entering the note, click the 'Save' or 'Log' button to save the note to the invoice.
7) The note will be logged and associated with the invoice for future reference. You can view or access these notes whenever you open the invoice.
8) Follow Followers option allows you to add or remove followers from the record.
9) Followers receive notifications about updates to the record, ensuring that relevant team members are kept informed.
10) Attach Documents option allows you to attach files or documents to the log note.
11) It is useful for sharing supporting documents, images, or files related to the record.
To use the 'Log note' feature, please do contact us at support@metrogroup.solutions