Within Capture Expense, you can add a Note to a Draft Expense claim.
To add a note to a draft claim
- Sign in to Capture Expense.
- Navigate to the Draft tab.
Go to Expenses> Draft - Select the relevant record. The side menu appears.
- Click the Notes button. The Notes -[Category Name] pane appears.
- Enter and format the text.
- Click the Add button. The Note is added to the pane.
The Draft Expense claim displays a Note icon when there is a Note attached. - Continue to add Notes to the claim when necessary.
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