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.
From the Notes tile, select Add note. The Add Note screen appears.
Enter the note type and date for the note. These are required fields. You can use the calendar to select the date.
Enter the note description and any comments or details you want to track about the record.
From the Notes and actions tile, select Add action. The Add Action screen appears.
In the Action type field, select the action type for the action, such as follow up or record update.
Select the date of the action, and enter the comments or details to include.
In the Assigned to field, search for and select who should perform the action.
When the action is complete, mark Completed on, and enter the date.
To edit the type, date, or content of a note or action, select Edit from the menu under Notes and actions, and adjust the information as necessary.
You can delete notes and actions from the record when necessary. To delete a note or action, select Delete from the menu under Notes and actions.
When an action is complete, you can mark it complete on the record. From the record, select Mark completed from the menu under Notes and actions. From the Mark Action Complete screen, you can enter a description for the action and click Complete.