Company Finance Notes Tab

The Notes tab on the Company Finance screen is a central place to record finance-related notes for a company — billing quirks, payment history context, anything that would otherwise live in someone’s inbox or a sticky note visible only to them.

For notes tied to a contact or the company record itself (not finance-specific), use the Contact Notes tab or Company Notes tab instead.

Field descriptions

• Note Type — Categorizes the note. Note types are configured in the Note Type setup table and must be created manually; ConnectWise provides no defaults.
• Time Stamp — Select the timestamp icon to insert the member ID, current date, and current time into the note body.
• Flag — Select the checkbox to mark a note as important.
• Increase/Decrease — Select the expand or collapse icons to resize the note body field.

Note: Notes on this tab do not generate a pop-up when the company record is opened. They are reference notes only. To create a pop-up alert on a company, use the company-level pop-up note feature instead.

Add or edit a finance note

1. Open the company record you want to update.
2. Go to Finance > Notes.
3. To add a new note, select New on the Notes toolbar.
4. To edit an existing note, select the underlined Note Type to open it.
5. Make your changes, then select Save.