Commenting and annotations in AccBooks AI

Overview

AccBooks has a built-in commenting system that lets you leave notes on any transaction, invoice, journal or document. Comments are visible to all team members with access to the company (subject to their role) and create a permanent record of decisions, queries and instructions.

Adding a comment

On a transaction

1. Open any transaction in the reconciliation queue, ledger or bank feed.
2. Click Add comment (or the speech bubble icon).
3. Type your comment.
4. Optionally @mention a team member to notify them: type @ and their name.
5. Click Post.

On an invoice

Open any invoice and use the Comments panel on the right side. The same comment thread is visible to anyone with invoice access.

On a journal

Open a journal entry and click the Comments tab. Useful for explaining why an unusual journal was posted.

On a document

Open any document in the Documents library and click the Notes tab to add comments visible to all team members.

@mentions and notifications

When you @mention a team member in a comment, they receive:

• An in-app notification (shown by the bell icon).
• An email notification with the comment text and a link to the item.

They can reply directly from the email, and the reply appears in AccBooks automatically.

Marking items for review

Type !flag in a comment to mark the transaction or document as Flagged for review. Flagged items appear in the dashboard’s Pending actions panel with a flag icon.

Remove the flag by opening the item and clicking Remove flag, or by adding a comment with !resolve.

Resolving comments

After a query has been answered or an issue resolved:

1. Click Resolve on any comment thread.
2. The thread is collapsed and moved to Resolved comments.
3. Resolved comments are retained permanently in the audit trail but don’t appear in the active queue.

Query management for accountants

Accountants can use comments to create a structured query list for their clients:

1. Go to Collaboration → Queries → New query.
2. Enter the query description.
3. Link it to specific transactions, invoices or documents.
4. Assign to the client.
5. Set a due date.

Clients see pending queries on their dashboard and can reply, upload supporting documents and mark queries as resolved.

Annotation on reports

On any generated report (P&L, Balance Sheet, etc.), click the Annotate button to add text annotations that appear on the printed/exported version. Useful for:

• Explaining variances to management.
• Flagging items for auditor attention.
• Adding narrative to board packs.

Comment history

Every comment, edit and resolution is logged with timestamp and user. The comment history for any item can be viewed by clicking View full history in the comment panel.

Comments cannot be deleted — only resolved. This ensures a complete audit record. If a comment contains sensitive information that shouldn’t be visible, contact AccBooks support to arrange removal under the data correction process.

Search across comments

Go to Search (⌘K or Ctrl+K) and select Comments from the filter. Search for keywords across all comments in the company. Useful for finding all transactions related to a specific query or note.