Overview #
Welcome to the Papercare Working Papers help section. This guide will assist you in understanding and navigating the Notes feature. The Notes feature allows you to document, manage, and refer to important observations and remarks related to your accounting work.
Step 1: Accessing Notes #
Notes can be accessed from the More tab in the main menu.
Step 2: Entering a New Note #
Click on the New Note button to enter a new note.
A box will open up asking for the following details:
Software Code
Control account
Note Title
Note Description
Step 3: Specific Control Account Notes #
If your note is specific to a control account, either enter the code or select the control account name from the dropdown menu. Then, enter the note title and note description, and click the Submit button.
Step 4: General Notes #
If your note is general, leave the code and control account name fields blank. Simply enter the note title and description, and click the Submit button.
Step 5: Adding Comments #
You can enter comments in reply to the notes written by clicking on Comments.
Step 6: Filtering Notes #
You can filter the notes by Lead Schedule name.
Step 7: Comprehensive Notes Tab #
The Notes tab will include all the notes entered in individual control accounts plus any general notes entered without selecting a control account code or name.
If you have any further questions or need additional assistance, please contact our support team.