If you, a team member, or a client have 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 ‘Pay’ tab. For all documents in the ‘For review’ section. 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. 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 (pay run) from the ‘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.
Learn how in our article: How does Apron work with Unreconciled Transactions?.
By using comments effectively, you can enhance collaboration and clarity within your team at Apron.
If you have further questions, feel free to reach out to our team via chat or by email ([email protected]).