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Add Accounts Note journal entry type
Add Accounts Note journal entry type
- Fiona Hardy
Owned by Fiona Hardy, created
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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