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Make ledger entries clearer with entry comments

  • 2 min.

One simple feature in the Continia Finance Essential module is targeted at helping you work better with ledger entries. You can enable the Ledger Entry Comments feature from the Continia Finance Setup page, under the General FastTab.

Take a tour in the solution

In this scenario, you're working in the finance team at the demonstration company, Cronus. You need to create a comment on a ledger entry to explain a partial payment.

Your steps to follow are:

  • Apply a partial payment to a ledger entry.
  • Add a comment to the ledger entry.
  • View the comment from the customer ledger entries, and from the report of open entries.

Ledger entry comments

Once you enable Use Ledger Entry Comments from Continia Finance Setup, you can add ledger entry comments from pages such as the G/L entries and customer entries. This can be particularly useful for explaining why a ledger entry is on hold.

  1. Select the relevant entry line, and then from the Continia Finance action menu, choose Ledger Entry Comments.
  2. The Entry Card opens, which includes a section for Entry Comment Line.
  3. Expand the FactBox using the (i) icon to easily view entry comments.