Financials is pre-populated with a library of notes that are constantly being updated for changes to industry standards. There are a variety of notes that cover a broad range of topics with multiple examples that represent the "best of breed". These notes can be used "as is" in client files or customized by template authors to meet the organization's needs. Like the other library documents, the pre-populated notes serve as the base for the firm notes.
By default, all of these notes are available to users. Notes that are not applicable to your organization can be hidden from end users.
How Do I?
- Adding and deleting notes
- Configuring notes
- Managing note content
- Browsing notes
- Working with the Knowledge Library