button to display the Financial Tab. This feature will allow you to put a note that must be viewed before posting any financial transactions. This would be useful for reminding users not to post a payment because you are awaiting the garnishment order or the account is bankrupt.
Note: This is a Version 8 Feature. For information on obtaining this or any other feature, please contact the Sales Department
From a debtor's account, click the button to display the Financial Tab.
To enter the note, click the 
button and select Financial Note from the list of options.
Enter the note you would like displayed to the users as they try to enter a financial transaction.
Click the 
button to add the Financial Note. Once added, the note will appear over the Enter Transaction Section of the Financial Tab.
The user will have to click the button to post a transaction.
To remove the note permanently, do the steps above but remove the note completely from the Financial Note Edit Screen and click the button.