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Elevate Your Budget Management with Custom Editable Notes

Feature Release|April 30, 2025

Elevate your budget management with the new Custom Editable Notes feature. This functionality allows you to add detailed notes to budget line items, enhancing clarity and communication during monthly project reviews and executive meetings. Effortlessly filter and export these notes, ensuring all critical information is at your fingertips for seamless collaboration and decision-making.

For more information see Budget toolRelease Note, Set Up New Budget View.

A screen shot of the Budget notes setting

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