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<h2>About Notes</h2>
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<p>There are two types of Notes used by <b><i>iJournal</i></b>, 'Client Notes' & 'Internal Notes'. These two types of notes are
treated differently and are used for different purposes.</p>
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<h3>Client Notes</h3>
<p>'CLient Notes' are used to provide additional information to the client. They are included in, and printed together with, the
Financial Statements and are associated with a particular Accounting Period (the Current Accounting Period when the note is entered).</p>
<h4><i>To create a Client Note:</i></h4>
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<p>• From the top menu, go to <span class="menu">Notes</span> and select <span class="menu">Client Notes</span></p>
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<p>The <span class="scr">Client Notes</span> Screen lists all the client notes available for the current accounting period.</p>
<p>• To add a new client note, click the <span class="btn">Add New Client Note</span> button.</p>
<p>• On the <span class="scr">Client Note</span> screen, enter the desired note.</p>
<p>• When finished, click the <span class="scr">Save Client Note</span> button.</p>
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<h4><i>'Client Notes' can be used:</i></h4>
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<li>to alert clients to upcoming changes affecting their business. (Tax law changes, filing requirement changes, etc)</li>
<li>as a reminder for upcoming deadlines</li>
<li>as a reminder for any missing information needed from the client</li>
<li>to disclose any significant Financial Statement items which have been estimated or otherwise not properly reflected
on the statements</li>
<li>to call attention to any items of concern on the Financial Statements or related documents</li>
<li>for any other information you wish to disseminate to the client</li>
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<h3>Internal Notes</h3>
<p>'Internal Notes' are used as an internal notepad for each client. The notes are NOT PRINTED with the Financial Statements (although
a report is available if printing for internal use is desired). 'Internal Notes' are NOT associated with any Accounting Period, and
remain active until they are deleted.</p>
<h4><i>To create an Internal Note:</i></h4>
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<p>• From the top menu, go to <span class="menu">Notes</span> and select <span class="menu">Internal Notes</span></p>
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<p>The <span class="scr">Internal Notes</span> Screen lists all the currently active internal notes for the client.</p>
<p>• To add a new internal note, click the <span class="btn">Add New Internal Note</span> button.</p>
<p>• On the <span class="scr">Internal Note</span> screen, enter the desired note.</p>
<p>• When finished, click the <span class="scr">Save Internal Note</span> button.</p>
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<h4><i>'Internal Notes' can be used:</i></h4>
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<li>as a To-Do list</li>
<li>as a reminder for upcoming deadlines</li>
<li>as a reminder for any missing information needed from the client</li>
<li>to document any items of concern regarding the client</li>
<li>for any other purpose you deem fit</li>
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