Comments

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

Project comments

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

Account comments

To leave a comment on a specific account:

  1. Go to the "Trial balance" tab

  2. Click the comment icon on the appropriate account

  3. Write you comment and save!

The comment icon will appear differently depending on the status of the account's comments:

  • Accounts with no comments have the gray icon

  • Accounts with one or more unresolved icons have the yellow icon

  • Accounts with only resolved comments have the green icon

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.

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 _

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