Annotate documents

You can add annotations to lines and total lines in automatic documents.

The Annotation column may be hidden by default. You can enable the column by right-clicking a column header and clicking Reorder Columns, then adding Annotations to the Active Columns list.

To annotate an automatic document line:

  1. In the Document Manager, open the automatic document that you want to annotate.
  2. Select the line that you want to annotate. On the ribbon, click Home | Line, or right-click the line and click Line Annotation. The Line Annotation dialog displays.

  3. Complete the dialog options as required. If you complete the Document tab, the annotation is only added to the specific document. If you complete the Global tab, the annotation is added to the Trial Balance and all documents displaying the annotated account.

    Option Description
    Reference If applicable, enter a manual reference or select a document reference(s).
    Tickmark If applicable, select the appropriate tickmark for the annotation.
    Note

    If applicable, enter a note to explain the annotation.

    Click OK.

The annotation is added to the automatic document line in the Annotation column.

To annotate a total line:

  1. In the Document Manager, open the automatic document that you want to annotate.
  2. On the ribbon, click Home | Total. The Total Annotation dialog displays.

  3. Complete the dialog options as required.

    Option Description
    Reference If applicable, enter a manual reference or select a document reference(s).
    Tickmark If applicable, select the appropriate tickmark for the annotation.
    Note

    If applicable, enter a note to explain the annotation.

    Click OK.

The annotation is added to the total line in the Annotation column.

Notes:

  • For program and checklist documents, you can enter annotations directly in the Annotation column.
  • You can only add global Total Annotations to subtotals.
  • Right-click an annotation to edit, copy, or delete it.
  • Copied annotations retain the same note numbers when pasted. If you edit an instance of an annotation that has been copied, you will receive a prompt to change all related annotations. If you do not change all annotations, the edited annotation is automatically assigned a new note number.