Knowledge Base
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Transactions
Getting Started
Configuration
working with us
Using Formations Platform
Onboarding
Dashboard
End of Year
Accounting
Payroll
Help
Documents
News and Announcements
Waitlist
Incorporation and S-Election
S-Corp Basics
Business entities
Cash flow
Bookkeeping
Bank Connections
Transactions
General
Expenses
Taxes
Tax Season
Benefits
401K
Retirement Plans
Health Plan
Accounting
How to read financial documents?
Customer-Only Video Sessions
Taxes
Expenses
Business Growth Mindset
Benefits
Working with Formations
Banking
Relay
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Knowledge Base
Bookkeeping
Transactions
Getting Started
Configuration
working with us
Using Formations Platform
Onboarding
Dashboard
End of Year
Accounting
Payroll
Help
Documents
News and Announcements
Waitlist
Incorporation and S-Election
S-Corp Basics
Business entities
Cash flow
Bookkeeping
Bank Connections
Transactions
General
Expenses
Taxes
Tax Season
Benefits
401K
Retirement Plans
Health Plan
Accounting
How to read financial documents?
Customer-Only Video Sessions
Taxes
Expenses
Business Growth Mindset
Benefits
Working with Formations
Banking
Relay
Can I delete notes in the transactions?
You cannot delete the note field in the transaction once entered as it is important to maintain the history of the notes