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Add Accounts Note journal entry type
Add Accounts Note journal entry type
This guide has been reviewed against our global client base and classed as relevant to all regions
From AgencyCloud 12.167+, when adding a manual journal entry on a property, landlord or contact record, a journal entry type of Accounts Note can be added
Prior to this release, an Accounts Note journal entry could be created by a Client Accounts user on a tenancy only
From the Activity Feed on a property, landlord or journal (or tenancy):
Activity Feed/journal entries are non-editable, therefore provide a reliable audit trail |
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