Overview of drawer notes
Use the drawer note feature to enter a note about the current drawer. FileCabinet CS will share note data with UltraTax CS, Fixed Assets CS, and Practice CS. If a TIN is entered in the
Drawer Properties
dialog (for data sharing purposes), a separate note tab for each application that you have installed appears in the Drawer Notes
pane. If no TIN is entered in the Drawer Properties
dialog, you will see only the FileCabinet CS tab.To view notes for a drawer, select a drawer from the drawer list. Drawer notes are displayed in the upper right corner of the FileCabinet CS
Watch
window.Each tab displays the date and time of the last update to the drawer note and the user ID of the last person who made a change. The tab of the current application appears first.
Adding and editing drawer notes
Select the
Add Note
button to insert the date, time, and user ID for the new note. To add more notes, it's not necessary to select the Add Note
button again. Enter the required text as necessary in the drawer note text area.To edit a note, change the focus to the
Drawer Notes
pane and choose , and then choose Identifier
, Date
, Date/Time
, or User ID
.Viewing drawer note properties
Select the 
to view the note properties for the current tab. Each time a drawer note is modified, a line is added to the history to indicate the user ID, the application where the change occurred, and the date and time the change was made. Each application tab will contain separate note properties.
Properties
button to view the note properties for the current tab. Each time a drawer note is modified, a line is added to the history to indicate the user ID, the application where the change occurred, and the date and time the change was made. Each application tab will contain separate note properties.Undoing changes to drawer notes
Use the following procedure to undo all changes made to the
Drawer Notes
pane during the current session. After you move your cursor off the Drawer Notes
pane, changes to the notes are saved.- Right-click in theDrawer Notespane.
- ChooseUndofrom the context menu.
