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New: Add Notes to your Transactions

Oliver
Oliver April 2020 1 min

Table of contents

You can now add notes to your transactions to communicate important information for your accountant or other employees!
Add the reason for a purchase, the cost center, or other helpful reminders.

How to add Notes to your Transactions

Follow these three steps to add notes to your transactions:

  1. Log in to your Penta account and select any transaction from the transactions list.
  2. Select Add Note and add your text. 
  3. Hit save. That’s it!

To view or forward all your notes, simply export your transactions on the transactions screen. Your notes will be available in the CSV download. 

penta webapp notes to transactions

Did you know that you can also attach receipts to your transactions? Simply take a photo of your receipt, attach it to the corresponding transaction and add a note using our newest feature. The perfect combination for efficient and stress-free bookkeeping!

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