Annotations

Make communication with your team easier

Ask questions, clarify transactions, or add details directly to your accounting documents. No more scattered email exchanges.

Centralize important information

Each annotation remains linked to the original document, giving you a clear and accessible history. Reduce the risk of missing important information and avoid unnecessary searches when reviewing your files.

Centralize important information

Each annotation remains linked to the original document, giving you a clear and accessible history. Reduce the risk of missing important information and avoid unnecessary searches when reviewing your files.

Simplify follow-ups

Mention your colleagues directly in annotations to ensure information reaches the right people. Follow-ups become easier, and communication stays organized and structured across your business.
Two types of annotations

General annotation

Add a note directly to a document to provide context or share important information. Useful for adding any type of additional detail, annotations are visible to all members of your team.

Payment / Incomings annotation

Add details to a payment or receipt before performing your bank reconciliation. Along with a comment, you can include the amount, date, discount received, reference number, or any additional interest charges.

Stay informed in real time

Receive a notification whenever an annotation involves you. Get notified by email, SMS, or directly in Aleop when a colleague mentions you in an annotation.

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