Add notes to banking transactions - Karat Help Center

How to add a note

1. Open transaction details
   Go to Banking and click on any settled transaction to open its details.

2. Add your note
   In the Notes field at the bottom of the transaction details, type your note. Notes can be up to 140 characters.

3. Note saves automatically
   Your note saves automatically after you stop typing. A Saved confirmation appears briefly to confirm.

Editing or removing a note

To update a note, open the transaction details and edit the text in the Notes field. To remove a note, clear the text. Changes save automatically.

Who can add notes

Note access depends on your role within the organization:

Notes are only available on settled transactions. Pending transactions do not support notes.