Add Accounts Note journal entry type

Owned by Fiona Wilson, created
Last updated: Jul 04, 2023
2 min read

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):

  • Click and select Create journal entry

  • Select Accounts Note, enter the journal entry note and click Accept

  • The Accounts Note is displayed in the Activity Feed (and journal, where applicable)

Activity Feed/journal entries are non-editable, therefore provide a reliable audit trail