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You can add notes to settled banking transactions to keep track of additional context, such as what a payment was for or how it should be categorized. Notes are visible to other members of your organization who have access to the transaction.

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How to add a note

1

Open transaction details

Go to Banking and click on any settled transaction to open its details.
2

Add your note

In the Notes field at the bottom of the transaction details, type your note. Notes can be up to 140 characters.
3

Note saves automatically

Your note saves automatically after you stop typing. A Saved confirmation appears briefly to confirm.

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Editing or removing a note

To update a note, open the transaction details and edit the text in the Notes field. To remove a note, clear the text. Changes save automatically.

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Who can add notes

Note access depends on your role within the organization:
RoleAccess
AdminCan add notes to any transaction
ManagerCan add notes to any transaction
EmployeeCan add notes to their own card and transfer transactions only
AccountantCannot add notes
Notes are only available on settled transactions. Pending transactions do not support notes.
Karat is a financial technology company, not a bank. Banking services provided by Grasshopper Bank, N.A., Member FDIC. The Karat Visa® Business Credit Card is issued by Cross River Bank, Member FDIC, and pursuant to a license from Visa️ USA.