To view existing or enter new comments for a transaction

  1. On the CitiDirect navigation bar, click Receivables Management Services.  The Receivables Management Services Summary Form appears.

  2. From any tab on the Receivables Management Services Summary Form, select a transaction.  When entering or viewing comments, each transaction must be selected individually.

  3. Click Other Options and then click a Enter/View Comments.  The Comments dialog box, listing any existing comments for the selected transaction, appears.

  4. To attach a new comment to the selected transaction, click in the text field and type a comment.

  5. Click OK.  The pop-up window closes and you are returned to the summary form.

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