Ho do I add a note to an expense sheet

I want to be able attach a note to an expense sheet, like I can add 'followers' for example. When I click on the button 'add related' I do not get the option to add notes (like I do get it when i'm looking at at project). the only options I see is add expense and add file.

could you please explain how we can add the note or make the add note option available?

thanks in advance!

Mark Meester April 04, 2014 08:45 Answered

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Hi Mark,

Notes and expenses sheet are not related entities.

You can use comments to each expense, a description for the sheet or add a text area custom field to the expense/sheet.

The better practice here I think is to use discussions so you can collaborate with the approver (for example if questions come up during the approval process).

Thanks for reaching out!

Tamir

Tamir Avital April 04, 2014 08:53 0 votes

Ho do I add a note to an expense sheet

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