How do I update the Notes to Accounts?

Within the client's general ledger, from the Reports menu, select Edit / Process Notes. The Edit / Process Notes window appears.

Click the Process / Update button. The Process & Update Notes window displays.

Select the Process Notes checkbox. The checkbox is cleared.

Ensure that the Synchronise with Master Notes checkbox is selected. The checkbox is selected.

For Sole Traders, select ZZAUS - Note 1 Only Master,
For Superfunds, select ZZAU19 - Superfunds (Non Rep),
For Large Companies, select ZZAU23 - Large Co.
For all other entities, select ZZAUS - Notes Masters from the drop-down list. The master displays in the drop-down list.

Click OK. The Process Notes - Add Notes window displays all the Notes that are not in the current Notes.

Select the checkbox for each Note that you want to add to the current Notes, and click Add Notes. A confirmation message displays.

Click Yes to begin the update. Once completed, a message appears stating this.

Click OK. The message closes.