If you, a team member, or a client has questions related to a document or transaction in Apron, you can leave a comment and collaborate without lengthy email threads and phone calls.
Where to add comments
You can add comments in several areas:
Under the Bill pay tab – For all documents with a Review status. Click on the selected transaction and open the Comments view on the right-hand side.
Under the Bookkeeping – Purchases and Sales tabs – For all documents in the Inbox section. Click on the selected document and open the Comments view on the right-hand side.
Under the Bookkeeping – Unreconciled transactions tab – Click on the selected transaction and scroll down to the Comments section visible on the right-hand side.
Features of comments
When you add a comment, you can:
Tag another team member – Start typing the '@' symbol, then select the team member you want to mention.
Each time you mention someone in a comment, they will receive an email notification with a link to the comment thread. You will also receive an email notification when someone replies to the thread.
Attach a document with the comment – Any file you attach will be visible to all team members with access to that specific tab (e.g. Bill Pay or Sales).
Adding comments during payments
When you make a new payment, you can also add a comment on the Payment details screen.
When the payment is sent for approval, both the approvers and the payer will be able to see your comments.
Comments will remain visible when you access the completed payment (payrun) from the Payments - Paid section.
Assigning unreconciled transactions
You can also assign a specific unreconciled transaction to one of your team members if you'd like them to explain a specific transaction or add a supporting document.
Customising your email notification preferences
You can easily manage your email notification preferences directly in Apron:
Click on the circle with your initials in the bottom-left corner of your Apron Home screen.
Choose Personal settings
Select Email notifications
Under the Comments section, choose one of the available options:
Only when tagged – To only receive email notifications when tagged by another team member in a comment.
All comments – To receive email notifications for all comments for transactions and documents in the threads where you were tagged before.
If you have further questions, feel free to reach out to our team via chat or by email ([email protected]).