For those who like to add reminders to their transactions, or need to keep track of what needs to go where and when, we've developed the ideal feature.
Farmplan Business Cloud Notes allows users to add general notes, which can be viewed under the Tools tab, and notes attached to a specific transactions, bank accounts, customers, suppliers, categories and invoices. Read on to learn how you can start creating notes in Farmplan Business Cloud.
How to use notes in Farmplan Business Cloud
To create a general note simply go to Tools > Notes.
From here you can view every note created in Farmplan Business Cloud by any user. You can add new notes and edit/archive existing notes.
To get started click 'Add New Note', and then enter a title and the note itself.
Click the tick box to save your note.
Notes are displayed in date order, so you will always be able to see the most recently created notes first. All notes include the date they were created on so you can easily see what period a note is referring to.
To attach a note to a specific transaction or item, click the notes’ icon next to the transaction under the relevant tab.
For example, to make a note against a customer account click the green box next to the relevant customer under the Customers’ tab.
Once you have the created the note click the double tick to save.
If you wish to add additional notes or notes have been added to this customer previously use arrow icons to the left and right so that you can look through each of them.
In some sections of the program the notes icon is at the right hand end of the appropriate line e.g. bank accounts, transactions etc.
Any notes added will also be shown under Tools > Notes where they can be searched for and filtered by a number of criteria such as date or type. Out of date notes can be archived to reduce the number on display but can be restored if necessary.