Adding notes to Transactions

You can add a short note to a virtual card purchase in Go. Use a note to explain what the purchase was for, add a reference number, or share any other detail with the people who review your transactions.

Each purchase can have one note. In Go, the note field is called Transaction Note.

Where can I find notes?

Notes are shown in the details of a Transaction. You can open Transactions details from:

• Transactions in the side menu (Company Admin, Support Admin, Team Owner and Manager).
• The transactions table of a card in your Wallet.

In the transactions table, each purchase has a note icon next to the merchant name:

• A green icon means the purchase has a note. When you move your mouse over it, you see Has transactions note.
• A grey icon means the purchase has no note. When you move your mouse over it, you see No transactions note.

Who can add, edit or delete a note?

• Company Admin: can add, edit and delete notes on any purchase in the company.
• Team Owner: can add, edit and delete notes on purchases made with cards that belong to their team.
• All other users (Support Admin, Manager and Team Member) can read notes, but cannot change them. If a purchase has no note, these users don't see the note section.

How do I add a note?

• Open Transactions, or open a card in your Wallet.
• Select the purchase to open its details.
• Type your note in the Transactions Note field.
• Select Save.

You see the message Transactions note saved.A note can be up to 200 characters long. The counter under the field shows how many characters you have used, for example 45/200.

How do I edit a note?

• Open the purchase details.
• Change the text in the Transactions Note field.
• Select Save.

The new text replaces the old note.

How do I delete a note?

• Open the purchase details.
• Select Delete note.

You see the message Transactions note deleted.

Notes in the CSV report

When you download your transactions as a CSV report, notes are shown in the Note column. The column is empty if a purchase has no note.

Frequently asked questions

Can I add a note to a credit or refund?

No. Notes are only available for purchases. Credits don't show the note field or the note icon.

Can I add more than one note to a purchase?

No. Each purchase has one note. To change it, edit the existing note.

Why can't I edit a note?

Only a Company Admin, or the Team Owner of the team the card belongs to, can add, edit or delete notes. Other users can only read them.

Why is the Save button disabled?

The Save button is disabled when the field is empty or when you haven't changed the text.

What should I do if I see "Saving the transactions note failed, try again."?

Your note was not saved. Wait a moment and select Save again. The same applies to "Deleting the transactions note failed, try again."