There are two note fields in every file:
Notes (your internal comments) and Admin Notes (for accounting or system info).
Notes
Visible to you and Admin.
Not visible to clients.
Used to record:
Communication with clients or suppliers
Important actions (voucher received, change confirmed)
Follow-up reminders
Example:
“2025-04-12 – Client requested new quote for July instead of June.”
Admin notes
Reserved for Admin or Accounting.
Can include:
Refund confirmations
Missing information requests
Accounting comments
⚠️ You cannot edit Admin Notes.
📌 Screenshot: [Notes and Admin Notes fields placeholder]
💡 Tip: Always include a date and your initials in your Notes entries — it makes follow-up easier for Admin and colleagues.