Miscellaneous Notes

Under the Agency Fee & Services Tab, just above where service items are entered is a Misc Notes section. This section can be used to communicate information about individual files between Principal Accounting and port. You can also upload documents here that DO NOT need to go into the DA, but are informational (any documents that need to be pulled in FDA should be uploaded to the line item, agency line, or as Courier Support under documents tab)

To enter a note, click on the MISCNOTES/ADD/EDIT. Enter note, upload documents if needed, and then Save.

If a note has been entered, the button turns green.

To view the note, click and the box pops up with the note. A new note can be added if needed by clicking the button ADD MISC NOTES.