Quick Notes Tab

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Quick Notes Tab

 

For details on where to add a quick note, refer to Using a Quick Note.

 

If there are “standard” notes that will be used repeatedly throughout the application, create a "Quick Note”.

 

1.From the ribbon toolbar, click APFlow™.

2.Click Manage APFlow™, ManageAPFlowicon-mh.
 
The Manage AP Flow screen similar to the following displays with the General tab active:
 
ManageAPFlowscreenGeneraltab-mh
 

3.Click the Quick Notes tab.
 
A window similar to the following displays:
 
ManageAPFlowscreenQuickNotestab-mh
 

 

Creating a Quick Note

 

1.On the Quick Notes tab, click Add.
 
The following Add Quick Note dialog box displays:
 
QuickNotesAddQuickNotedialog-mh
 

2.In the Name field, type a descriptive name to help locate this particular quick note.

3.In the Note Text field, type the text of the note.
 
Note: To move to the next line in the Note Text field, press Ctrl Enter.
 

4.Click the Active check box, if appropriate.

5.Click Save.

 

 

Editing a Quick Note

 

1.On the Quick Notes tab, click to highlight the existing quick note from the list.

2.Click Edit.
 
QuickNotesEditQuickNotedialog-mh
 

3.Update the Name field, the Note Text, or remove the Active check mark to make the note inactive.

4.Click Save.

 

 

Deleting a Quick Note

 

1.On the Quick Notes tab, click to highlight the existing quick note from the list.
 
Note:  Multiple quick notes can be selected and deleted simultaneously.
 

2.Click Remove.
 
The following Delete dialog box displays:
 
QuickNotesRemoveQuickNotedialog-mh
 

3.Click Yes (or No), as applicable.