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):

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

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Add Accounts Note journal entry type

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