The Comments pane of the Pre-Bill Information or Final Statement Information window allows you to view comments about a statement, which is useful when reviewing a pre-bill or making notes about a statement. Click the icon to switch to the Take Action pane.

Note: The Comments pane displays the icon if no comments exist. The icon is displayed if comments exist that have been seen by the current user. The icon is displayed if comments exist that have not been seen by the current user. These indicators can help determine if comments need to be checked during the review process. Comments are not available once a final statement has been updated.

The current comments are shown in the pane. Click the icon at the top of the pane to open the Statement Review Comment window to modify the comments for the current statement.

If no comments are present for the current statement, default text of “Add Comment” will be shown instead. Click the default text to open the Statement Review Comment window to add comments.

Statement Review Comment

The Statement Review Comment window includes a memo field to store the comment body. This field has a maximum of 45,000 characters for each statement.

Blank lines can be entered to separate paragraphs of text by simply pressing the Enter key.

Date/Time/User ID: The F5 key can be used to insert the current date, time, and User ID. For example, pressing F5 will insert the following at the insertion point:

11/03/2026 02:41pm JOHN

Formatting: Text in this field can be formatted to include bold, italic, and underline attributes. These formatting attributes can be cleared by selecting the Clear Attributes option from the shortcut menu. Text can easily be zoomed between 100% and 500% by pressing the Ctrl key while scrolling up or down with your mouse.

Text Macros: This field allows the use of text macros. Various text macro options can be accessed via the shortcut menu.

Find: Press Ctrl+F to open a Find dialog allowing you to search for specified text in the field. Ctrl+G can be used to find subsequent occurrences of the previously specified text.

Note: To import information into comments, use the standard Windows Cut, Copy, and Paste functions in conjunction with the Windows clipboard.

The Save button closes the Statement Review Comment window and updates the Comments pane with any changes.

The Cancel button closes the Statement Review Comment window and discards any changes.

See also:   Pre-Bill Tracking Overview
  Shortcut Menus
  Selecting Text
  Changing the Default Font