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With comments you can leave notes to yourself or other users on the entire project or specific accounts.

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Project comments

To leave a comment on the entire project, go to the Comments tab and write a comment.

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Account comments

To leave a comment on a specific account:
1

Go to Trial Balance

Go to the Trial balance tab.
2

Click the comment icon

Click the comment icon on the appropriate account.
3

Write and save

Write your comment and save.
The comment icon indicates the status of an account’s comments:
Icon ColorMeaning
GrayNo comments
YellowOne or more unresolved issues
GreenAll comments resolved

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Notes vs Issues

Comments can be posted as either:
  • Notes — Context that does not require resolution. Use notes to add information to a project or line value.
  • Issues — Comments that need to be resolved. Posting an issue increases the unresolved comments counter by 1.

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Resolving

Comments can be resolved by clicking the Resolve button. This lets yourself and others know that the comment has been addressed. Comments can be reopened with the Reopen button.

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Formatting

You can format comments using Markdown syntax:
  • Start headings with #, ##, ###, etc.
  • Surround bolded text with two asterisks on each side **
  • Surround italicized text with one underscore on each side _