Adding notes to transactions

End users can use this feature to add notes to their transactions.

1. Choose an option for finding the relevant transaction.
   • Select a transaction from the Transactions section of the Dashboard screen.
   • Select an account from the Accounts area of the Dashboard screen to view transactions for a specific account.
   • Select an account from Banno Online main menu > Accounts to view transactions for a specific account.
2. Select a transaction.
3. In the Transaction details window, select Add notes.
4. Enter the note, and then select Done.
   After adding a note to a transaction, the Add notes icon and text color turn green on the Transaction details screen, and the note appears below the icon.