How to create an Internal Notes table

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In Banana Accounting Plus, you can create a simple table dedicated to Internal Notes, to collect reminders, annotations, and useful references directly within the same accounting file.
This way, you have all the information at your fingertips, without needing to use external documents.

How to create the Internal Notes table

  • Open the accounting file
  • Create the simple table and name it Internal notes
  • Set up the columns:
    • RowId = in our example, the Id column was hidden, as we don't need to link it to other tables
      Hide this column from the menu Data > Columns setup > Id (uncheck "Visible").
    • Description = in our example, we entered the subject of the note
    • Notes = the content of the note
    • Link = the link to the document related to the note.
      Add this column from the menu Data > Columns setup > Links (check “Visible”).

With this setup, you can create and manage a table of internal notes and documents directly visible in the accounting file, without needing additional files, and consult them at any time.

Using the Internal Notes table

  • You can record reminders, checks to perform, document references, and any other useful information.
  • The notes are always accessible and linked to the accounting file, without overloading the main structure.
  • When notes become numerous, you can simplify searching using the Filter rows feature: just type a keyword, and the program will display all rows containing it.

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