View comments

Via the side panel, you can get an overview of the comments you have created. You can then save the information as a pdf, or copy it to paste in an email to the customer.

You find comments when you work with Reconciliation BS and Analysis IS.

Do as follows:

1. Click on the comment icon in the column Comments or click on the comment icon in the upper right to open the side panel.
2. Click on View all comments.
3. Choose if you want to include comments from Reconciliation BS and/or Analysis IS.
4. Choose if you want to include some of the tags or not.
5. Click on Download PDF if you want to create a pdf file with your comments.
6. Click on Copy to clipboard if you want to copy the information and use it in an email to your customer.