Notes

When you intially click the Expenses tab, you will see a General Expense Notes section near the bottom of the screen. Since the Utilities and Preservation sub tabs have their own sections for notes, this section is intended to store general notes regarding property expenses.

To add a note, simply click the New Note button shown circled below, type your note information in the Add Note box, and click the green Add button at the bottom of that screen. For detailed information on adding notes, attaching documents, or sending emails using Notes, click here.