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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:
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.