View and add notes

To add additional information about an invoice, or post questions to the Accounts Payable department, you can add notes.

1. In the Worklist, select Invoices.

   If you want to view all the currently available notes, select Invoice notes.

   The unread notes are displayed in bold.

2. Select an invoice document.
3. In the document detail view, at the right side, click the Notes button.

   The Notes pane opens, displaying the existing notes.

4. In the Notes pane, click Add note.
5. Enter a subject for the note, and then add the note text.

   If the note you enter is the first note, a green border is displayed around the Notes icon to indicate that an entry is available.

6. Click Save.

   When a user creates a note in Kofax Supplier Portal, even after synchronization, the created note is displayed as read for that user. However, for all the other suppliers, this note is displayed as unread.

   You can opt to display or hide the read notes. See the Buyer Admin Help for more information.