## 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:

| **Role** | **Access** |
| --- | --- |
| **Admin** | Can add notes to any transaction |
| **Manager** | Can add notes to any transaction |
| **Employee** | Can add notes to their own card and transfer transactions only |
| **Accountant** | Cannot add notes |

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