Introduction of System Notes (and internal projects) in Manager.io

1

I am working with an organization that has its financial data in hard copy, written in a notebook.

As I am updating this data, I realize that there are some data points that I am unsure of; however, since I don’t have direct access to their financial personnel, I wish I could add a note and tag that specific record or input its details. This way, when they access the business in the future, they can easily refer to the notes and do the validation manually on their end.

Furthermore, I thought this could be a great way to also add financial projects, which would be different from the current projects. This way, we have maybe auditing, and then we start a project called 2024 Auditing, and inside it there are notes specific to that project. It may help better to allow more collaboration.

2

Hello,

There are multiple ways to do that:

  1. You can add a footnote to the Balance Sheet or Profit and Loss report for that period.
  2. You can use Folders tab to create a note system using Attachments or Custom Fields
3

Hello, can i track the footnotes later on? Eg seeing items that have footnotes, so i can edit only those.

4

Hello @aniweneonline,

Unfortunately not since there’s no Edit columns feature for reports, however, I don’t see the benefit for introducing such feature.

I say this because you gave an example for audits, and you can’t have multiple audits for the same company for different years all at once so you can simply view the report for the year being audited at the time.