> ## Documentation Index
> Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Add Notes to a Card Transaction (Administrator Site)

> Administrators can add Transaction Notes to cardholder transactions. Notes can add detail to a transaction (e.g., P.O. number, project name, event, etc.) or leave a comment for future reference.

<Note>
  **Note:**

  Administrators may not edit or remove a cardholder's note. Cardholders may edit or remove their own notes.
</Note>

Cardholders cannot see notes left by Administrators, unless the Administrator gives permission.

## How to add transaction notes

<Steps>
  <Step>
    Log in to [dashboard.pexcard.com](https://dashboard.pexcard.com?utm_source=support)
  </Step>

  <Step>
    Click the "Cards" tab
  </Step>

  <Step>
    Locate the cardholder's name (use find in this table or filters if needed)
  </Step>

  <Step>
    Click on the cardholder's name
  </Step>

  <Step>
    Locate the cardholder transaction (review filters if needed) and click on the transaction
  </Step>

  <Step>
    Click "Add" button beside Notes at the bottom right of the transaction window

    <Frame>
      <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-200.png?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=63846479aeb42259b72607947527d538" alt="" width="1792" height="1190" data-path="images/administrator-guide/image-200.png" />
    </Frame>
  </Step>

  <Step>
    Type your comments in the Note field
  </Step>

  <Step>
    Click "Save" button

    * Check the box to make the Note visible to the Cardholder

    <Frame>
      <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-201.png?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=f79535fe0e515612e8e9b43026b2b24f" alt="" width="1846" height="1190" data-path="images/administrator-guide/image-201.png" />
    </Frame>
  </Step>
</Steps>