Memo (CB account)

Use the Memo tab to enter any comments about the bank account.

You can mark these memos as Active, so you can see which are still being used. Setting a memo as Inactive allows you to keep a record of previous memos.

What do you want to do?

Open: Cash Book > Cash Book Accounts > Enter New Account | Memos.

  1. Click Add.
  2. Enter the memo text.
  3. Click OK to add the memo to the list.
  4. Click Show memo text to view the memo details.
  5. The Date and User name are added to the list.

Open: Cash Book > Cash Book Accounts > Enter New Account | Memos.

  1. Click Edit.
  2. Add or amend the text.
  3. Click OK.

Open: Cash Book > Cash Book Accounts > Enter New Account | Memos.

  • Select the memo and click Delete.

Open: Cash Book > Cash Book Accounts > Enter New Account | Memos.

  1. Select the memo in the list.
  2. Click Set as Active or Set as Inactive.
See also

Overview

Create a new bank account

Amend a bank account