The Bank Correspondence tab is where you can leave notes on the transaction for the corporate to see, as well as view a log of all changes to the guarantee.
- Go to Menu > Guarantee List
- Click on the guarantee
- Go to the Bank Correspondence tab
- Type your note in the text box, then click Add Notes
All notes are added underneath the text box, including the date and time the note was added, by whom, and what company they were logged into.
If you'd like to add notes for your coworkers, not the corporate, use the Internal Correspondence tab.