Adding Comments/ Notes to your Finance
In the engaged environment of financial forecasting, communication, and clarity are key. Enhance your financial forecasts by adding personalized comments or notes directly within each finance stream. Whether you're noting specific growth rates, providing contextual insights, or assigning tasks by tagging team members, the comment section is an essential tool for enriching your financial data with meaningful details.
This guide will walk you through the step-by-step process of how to add comments and notes to your financial forecasts.
Steps:
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Open your finance forecast module and Navigate to the specific finance stream where you want to add the comment or note.
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Locate the comment icon next to the relevant finance item and click on it to open the commenting feature.
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A comment input box will appear. Here, you can type your note or comment. To tag a team member for specific insights or tasks, use the @ symbol followed by their name.
Once your comment is ready, press Enter to post it. The system will immediately display that a comment has been added with the comment count.
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After posting, you have the flexibility to edit or delete your comments if needed. Simply use the options provided next to each comment to make any necessary adjustments.
NOTE: Individual revenue stream items have comments added directly to them. For other streams such as costs and expenses, comments can be applied to the entire group for better organization.
TIP: If you would like to add a comment to your business plan, get step-by-step assistance here.
By effectively utilizing the commenting features, you can ensure that every financial decision and projection is well-documented and comprehensible to all stakeholders involved. These notes act as reminders and guides, aligning your financial planning with your company’s strategic objectives and helping steer the company toward long-term success.