Creating and organizing notes

Create notes to add explanatory disclosures to the report and organize them in the required sequence using drag-and-drop.

Procedure

  1. Open the project.
  2. In the section navigation panel, select Notes to accounts.
  3. Click Create note title to add a new note entry.
  4. Enter a title for the note.
  5. To reorder notes, drag and drop note entries into the required sequence.
  6. Click Save to commit the ordering changes.

Results

The note is created and added to the notes list. Note ordering changes are applied when saved.

What to do next

Important: Changes to note ordering are not saved automatically. Click Save after reorganizing notes to ensure the updated order is stored.