This guide instructs how to use the shared note intended for accounting firms to record the specific characteristics of client companies and for internal communication. The note is particularly useful in internal substitution situations within accounting firms.
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Shared note
The Shared note intended for use by accounting firms is a convenient way to inform within the firm about the specific characteristics of client companies. All accountants within the same firm have access to the shared note, making it safe to write down things to remember. For this to be visible, the user's primary company must be the accounting firm.
The shared note can be particularly utilized in internal substitution situations within the firm when someone is on vacation or absent. Notes are displayed per client in chronological order, with the newest note at the top.
The note works by first selecting the desired client from the dropdown menu Add note.
Write a note for the selected client company and Save.
The note you created now appears first in the list. The note also retains the date it was created. You can edit the note by clicking the blue icon, and when the note becomes unnecessary, it can be archived using the Archive button.
You can browse old, archived notes per client by clicking Show archive.
Frequently asked questions
Who has access to the shared note?
All accountants within the firm, when the primary company is the accounting firm.
How do I add a new note?
Select the client company from the dropdown menu, write the note, and save.
How can I browse archived notes?
Click "Show archive" to view archived notes per client.
Keywords: Shared note, accounting firm, Netvisor, client communication, bookkeeping, internal communication
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