Any time a note is entered in Sage Intacct Paperless, quick note text can be selected by clicking the right mouse button while the cursor is located in the Document Notes input section.
The available quick notes will display by category. Selecting a category will display the various quick notes associated with that category.
In the following example, the category displaying is:
•Sage Intacct Paperless
In the highlighted Sage Intacct Paperless category, in this example, the available quick notes include:
•AP Reminder
•PO Missing
From the Quick Notes dropdown, select the existing quick note. The associated text will populate in the Add Note dialog box.
Inserted Quick Note