What this does
Lets you add comments to invoices, bills, and expenses. Comments create an activity thread that your team can use to discuss queries, flag issues, or record decisions. When someone adds a comment to a record you are involved with, you receive an email notification for the first unread message.
When to use it
Use comments whenever you need to ask a colleague about a transaction, record why a payment was delayed, or leave a note for your accountant. Comments keep the conversation attached to the record rather than buried in email.
Step by step
- Open the invoice, bill, or expense you want to comment on
- Scroll down to the Comments section
- Type your message in the comment box
- Click Post
- Your comment appears in the activity thread with your name and a timestamp
- Other team members with access to the record can view and reply to the comment
- The first time an unread comment is waiting for you, you will receive an email notification
- Scroll through the activity thread to see the full conversation history alongside any status changes