Transaction notes

Learn how to add, adapt and delete transaction notes and how to add these notes to the share register.

Adding notes about transaction can help you clarify specific information regarding each individual transaction. These notes are beneficial for centralizing internal information and may also be useful for enhancing the share register by providing additional context to clarify particular situations.

This article provides a step by step guide on how to add, adapt or delete a transaction note.

Add a transaction note

Learn how to add a a transaction note and how to add this note to the share register (export).

Please note that when you add a transaction note to the share register, only the content of the note will be visible, while the title will not be displayed. The transaction note will be added directly at the specific transaction in the share register.

For detailed instructions, click 'Start tutorial' below.

Adapt a transaction note

Learn how to adapt a transaction note.

For detailed instructions, click 'Start tutorial' below.

Delete a transaction note

Learn how to delete a transaction note.

For detailed instructions, click 'Start tutorial' below.