Common Uses
Production teams use notes in several key ways. Line producers often add billing instructions and vendor requirements directly to relevant accounts. Department heads track their specific guidelines and equipment needs. For complex calculations or special rates, notes explain the math behind the numbers.
Location managers use notes to track permit requirements and specific location details. When clients request changes, producers document these in account notes for clear record-keeping. Tax credit productions use notes to track qualifying expenses and relevant rules per jurisdiction.
Adding Notes
Hover over any account title
Click the "Add Notes" button that appears
Type your note in the text box
Viewing Notes
Notes display in two places within your budget. A quick preview appears under the account title for easy reference. For more detailed information, open the full notes panel.
To see all notes for an account:
Click "Full Notes" button, or
Click any cell in the notes column
Top Sheet Notes
Notes added to your top sheet can sync to PDF exports. Enable this in your PDF export settings.
Managing Note Display
Control how notes appear in your budget. Turn the preview on or off from account settings based on your needs. Keep the preview visible for quick reference, or open the full panel when you need to see all details.