---
title: "Notes"
description: "This article walks through how to create, edit and manage notes in Sapera, including attaching dates, subjects, users and organizational units."
url: https://support.sapera.io/en/articles/98-notes
collection: "General user interface dialogs"
updated: 2026-07-15
language: en
alternates: [da]
---

# Notes

This article walks through how to create, edit and manage notes in Sapera, including attaching dates, subjects, users and organizational units.

## Purpose

Sapera supports storing notes in several places throughout the system.

A finance voucher can have notes. The same applies to customers, suppliers, etc. The following is a general description of the notes functionality.

![](https://www.sapera.dk/wp-content/uploads/2023/09/Skaermbillede-2023-09-25-kl.-14.25.26-1024x595.png)

## Actions

New: Creates a new note

View: Shows an existing note

Edit: Edits an existing note

Delete: Deletes the selected note

## Columns / fields when creating / editing

You can define which columns should be visible.

This is done using [quick filters](https://support.sapera.io/en/articles/61-kvikfiltre.md).

The possible columns in this overview are:

Date: The date the note concerns. This can be filled in retroactively. E.g. a board meeting where the note is first created the next day in Sapera.

Subject: The subject of the note

Note: The note itself

Created on: Date of creation

Created by: The user who created the note.

Updated on: Date of the most recent edit.

Updated by: Last edited by user.

Org. unit: The store / department the note concerns. See [org. units.](https://support.sapera.io/en/articles/139-org-enheder.md)  
  
Note that files can be attached to notes.

* * *

**Want to know more?**

Read more in these related articles:

[

Attachments

Attach one or more files to a record in Sapera (voucher, customer, supplier, product and more) — and see the automatically attached PDFs

](https://support.sapera.io/en/articles/99.md)[

Voucher dialog

This article walks through how the voucher dialog in Sapera provides a consolidated overview of posted vouchers and their associated entries

](https://support.sapera.io/en/articles/97.md)