Skip to main content
Client Notes let you store important accounting context for each client in one place. Anything your team needs to know about how a specific client’s accounts are coded, handled, or reviewed lives here so nobody has to ask twice.

​
Step by step

1

Open the client

Select the client from the sidebar, either by searching for them or picking them from All Clients.
2

Go to Basic Info

Under Client Info in the sidebar, click Basic Info. The Notes panel sits on the right side of this page. If no notes have been added yet, it shows No notes yet.
3

Add a note

Click Add Note. Give the note a name, then write a description of up to 200 characters covering anything relevant to how this client’s accounts should be handled.
4

Save the note

Click Save and the note is attached to the client’s permanent record.

​
Good notes to leave

A useful note is specific enough that anyone on your team can act on it without asking the client again:
  • “Client uses personal card for business fuel. Code to Motor Vehicle Expenses.”
  • “Quarterly BAS. Three active bank accounts connected via live bank feeds.”
  • “Exclude private vehicle usage. Business use is 60% only.”
  • “Client often forgets to include toll receipts. Chase before finalising TPAR.”