Working with Transactions > To Add a Note to One or More Transactions
  
To Add a Note to One or More Transactions
1. In the Transaction List, select one or more transactions to which you want to add a note.
2. Click within the Active Note frame. The Active Note frame is activated.
3. Type a note.
4. Repeat steps 1–3 for each note that you want to create.
5. Click Save. The IDX file is saved, and the note is moved to the Transaction History frame.