Memos are extended pieces of text that document an action, explain a situation, or just state what occurred while working on a project for a client. You can use memos to record important qualitative or quantitative information in Web Suite. For example, you can enter a descriptive memo for an activity, expense, time entry, etc. If your company or client prefers, you can add memos to invoices that explain the scope of work and change orders. You can add memos to provide detailed information for internal (staff) or external (clients) use.
You can type unlimited length text in a memo box or use Auto Complete shorthand codes to insert pre-defined standard text. In addition, you can add bulleted lists to the memos to be displayed on the invoices. You can add a single memo to a record or item except invoices, where you can add two memos to each invoice.