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Adding notes against payments for allocation requests

Adding notes to new and existing allocations

Mark Hurley avatar
Written by Mark Hurley
Updated over 8 months ago

You can add a note to an allocation in two ways.

First, when creating a new allocation in the Offers tab, you can add a note during the setup process.

Alternatively, if the allocation is already complete, go to the Allocations module, locate the desired allocation, click the ellipses icon ... and select Edit Note.

Once you're satisfied with your note, select Confirm to save it to the allocation.

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