You can create a file note for any additional information you want to store for the client.
- From FYI, click + New
Select F from the list of document types.
Or, from the workspace, simply press the shortcut key F for a new File Note.
- The File Note Description section pops out so you can start making notes. Enter the details of the File Note You can use formatting on the text, such as bold, font sizes.
In the Drawer, select or enter the filing fields, or change the defaults that are given:Client - type at least three characters of the client name to display all clients containing those characters anywhere in the Client Name. Then click to select the required client.
Categories - such as Cabinet, Work Type, Year. If Jobs are enabled for the selected Cabinet, you can also select a Xero Practice Manager Job for the client (refer to Jobs).
Tags and Keywords - If the selected Cabinet has been enabled for Tags and/or Keywords you will see these as additional Categories. You can create or select one or more Tags as additional categorisation. You can enter one or more Keywords that can be used when searching for the document. Refer to Tags and Keywords.
Name - to identify the document internally, the name displays in the lists in FYI.
Date and Time - these default to the current date and time and can be changed if required.
The File Note is saved in FYI.
To redisplay the details of a File Note, select it in a list to display the Drawer. To display the File Note Description, click the Preview tab to open it and make any changes if needed. Expand any of the filing details sections in the Drawer to display and make any changes if required.