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Notes for funds

You can add notes to items in WorldShare Acquisitions. When a note is added to an item, the system records the author of the note and the date and time the note was saved.

A note is added to funds on the Budget screen.

Add a note to an item

  1. In the Budget screen, use Select Budget to display the budget and funds where you want to add a note.
  2. Find the fund you want to add a note to and in the Notes column, click the Add Note button (Add Note button). If a note has already been added to the item, click the Add/Edit Note button (Add/Edit Note button).
  3. If notes have already been added to the item, you will need to click Add Note on the Notes window.
  4. In the Note field, enter the note.
  5. Click Save.

Delete notes

  1. In the Budget screen, use Select Budget to display the budget and funds where you want to edit a note.
  2. In the Notes column, click the Add/Edit Note button (Add/Edit Note button).
  3. On the Notes window, click the minus sign () next to the note you want to delete.
  4. On the confirmation window, click Delete note, then close the Notes window.

Edit notes

  1. In the Budget screen, use Select Budget to display the budget and funds where you want to edit a note.
  2. In the Notes column, click the Add/Edit Note button (Add/Edit Note button).
  3. On the Notes window, click the Edit button () next to the note you want to edit.
  4. Edit the Note field.
  5. Click Save.

View notes

If notes have been added to a fund, the Add/Edit Note button (Add/Edit Note button) displays along with the number of notes that have been added to the fund. When you view a note, the author, type of note, date the note was added or last edited, are displayed.

Multiple notes
The Add/Edit Note button and the number of notes added to the item (2)
  1. In the Budget screen, use Select Budget to display the budget and funds where you want to edit a note.
  2. Click the Add/Edit Note button (Add/Edit Note button).
  3. The Notes window appears, and the notes added to the item are visible.
  4. Click Close or the in the upper right corner to close the Notes window.
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