> ## 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.

# Transaction Notes

> Sometimes expenses require some explanation. That's why PEX allows 'Transaction Notes' to be added to selected transactions by either the administrator or the cardholder.

Transaction Notes can be used to connect a transaction with a particular project or Purchase Order, for instance, or to describe special circumstances of a purchase.

Transaction Notes can also be added to funding transactions to keep track of why a card received funding.

The maximum character count in a single Transaction Note is 200 characters. Multiple Notes can be added to a transaction.

<Note>
  **Note:**

  Administrators can also add Notes to a transaction that will not be visible to the cardholder.
</Note>

**Types of notes** 

**User Notes:** Created by administrators or cardholders for documentation purposes

**System Notes:** Automatically generated by PEX for system events and approvals. These can only be edited by an Administrator.

**Approval Notes:** Added during transaction review and approval workflows

**User Notes**

**Create Notes for Funding Amounts**

* Locate the card
* Click on the card's *Balance* *Adjustment Credit* under the Transactions tab

<Frame>
  <img src="https://mintcdn.com/pextest/8WxGiN4kfab3XOuh/images/cardholder/image-35.png?fit=max&auto=format&n=8WxGiN4kfab3XOuh&q=85&s=c8dd1ecf9024b35ce6502d61e3c22f5c" alt="image.png" width="547" height="30" data-path="images/cardholder/image-35.png" />
</Frame>

* Click on *Add* beside the Notes section

<Frame>
  <img src="https://mintcdn.com/pextest/8WxGiN4kfab3XOuh/images/cardholder/image-36.png?fit=max&auto=format&n=8WxGiN4kfab3XOuh&q=85&s=4644ace4bcb0351c7cf1d98fc46c831e" alt="image.png" width="833" height="194" data-path="images/cardholder/image-36.png" />
</Frame>

* Add the note and save
* Click on the *Visible to the Cardholder* button to allow the cardholder to view this note (*optional*)

<Frame>
  <img src="https://mintcdn.com/pextest/8WxGiN4kfab3XOuh/images/cardholder/image-37.png?fit=max&auto=format&n=8WxGiN4kfab3XOuh&q=85&s=c7488ab104d6b3463a327d95d8604826" alt="image.png" width="831" height="230" data-path="images/cardholder/image-37.png" />
</Frame>
