Most software windows have a Notes tab where you can record notes to support the matter process. Notes can be used to inform, for example, users managing invoicing about things that need to be considered when the matter is invoices.

You can add a new note on the Notes tab by clicking the plus button.

The created note is saved under the Normal heading by default. You can drag it to the Important category if you want it to be visible in the invoice view, for example. Notes that are no longer needed can be dragged to the Archived category, where they will not appear on any lists. Notes are displayed from newest to oldest based on the creation date, and the note displays the creator, creation date, and any latest modification date.

You can add an attachment to a note by selecting the Attachment button and remove it with the Remove Attachment button. To keep the database size and software response times reasonable when opening notes, you can save attachments up to 1 MB in size in the notes for proof and preliminary invoices. There is no size limit for attachments in notes related to customers, matters, and advance, normal, summary, and credit invoices.

As a regular user, you can also add notes to expenses and transactions and edit the notes you have added yourself, but you cannot edit or delete notes made by other users.

If a transaction is created from an Outlook email, the total size of the message and attachments is checked. If it exceeds 1 MB, the software saves only the message in the transaction note, and the user must save the attachments separately.