Notes and Actions

To further define your records, we recommend you add notes and actions to your records as you work. With this level of detailed information, you can create a complete picture of the record.

  • Notes - track and maintain important information about a record and save digital files such as images and documents. For example, you can create notes to record special information about an invoice, delivery information, or vendor contact information you may need later.

  • Actions - track and maintain action items for your records and assign as needed. For example, you can create a follow up action for a vendor, and assign it to the appropriate staff. You can also mark actions as complete.

You can access notes and actions from most records in Financial Edge NXT from the Notes and actions tile. You can add notes and actions to vendors, projects, and grants. You can add only notes to invoices, credit memos, accounts, and bank accounts.