Posting client notes

Menu 1.1

If your agency is set up to create client notes, you can also create posting notes. Do this by entering "PN:" at the beginning of the note. If these notes exist, the message "Client Pn Exist" displays on the Post screen when one of the client's accounts is brought up and a posting clerk can display the notes. To delete a posting note, remove the "PN:" from the note.