Add Note or Comment to Add Transactions to group

It would be great if we could add a note or a comment to a batch of transactions either in the Add workflow or in the Process History (Results or Drafts) as there are sometimes additional internal information that is important to record regarding the batch import. It might be the source of the transactions (i.e. the music coordinator sent over the music lesson charges or the aftercare director sent over some credits) or a reasoning/commentary (first trimester dance lessons added during third trimester because dance teacher on maternity leave), etc.

  • Seth Hurd
  • Jan 1 2025
  • Needs review
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