Question

What notes are auto populated when we use an Auto XO?

1) Notes with key text marked as 'transaction'
2) Notes with key text marked as 'payable'
3) Notes with key text marked as 'reconcile'
4) Notes with key text marked as 'close'

Answer 1

The notes that are auto populated when using an Auto XO include those with key text marked as 'transaction', 'payable', and 'reconcile'.

Step-by-step explanation:

When we use an Auto XO, the notes that are auto populated are the ones with key text marked as 'transaction', 'payable', and 'reconcile'. These notes are automatically generated by the system based on specific criteria.

Transaction: These are notes related to any financial transactions, such as invoices, payments, or refunds.

Payable: These are notes related to any outstanding payments or invoices that need to be paid.

Reconcile: These are notes related to the reconciliation of financial records, such as bank statements and account balances.

Notes with key text marked as 'close' are not auto populated when using an Auto XO.