Notes


Writing notes on cells helps communicate to both your team and future self, so you remember what changes were made and why. 

It's an easy way to indicate how you're breaking down a budget, explain why an invoice is being paid on an alternative date, describe why you set a budget for a certain amount, etc.. 

To create a note, just click into any cell and click the Notes section:

Then you'll see an area to write anything you'd like to make note of:

Once a note is saved you will see a preview of the note shown in the note section of the main modal.

Cells with notes on them will also have a small triangle on the top right corner so you don't have to click into the modal to tell if a note exists:

When you scroll over the triangle, the note will appear:

 To remove a note simple delete the text from the 'Notes' section and hit save.


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