Comments

Comments let you communicate directly within the context of your financial data — leave requests for collaborators, add contextual notes, maintain a historic reference, and move toward paperless bookkeeping without leaving Bkper.

Where comments attach

Every comment is contextual — it references whatever is on your screen at the time. Comments can attach to five different contexts:

• A single transaction — select a transaction and comment to annotate that specific entry
• A search query result — run a query and comment to discuss the filtered set of transactions
• An account — select an account to leave a note visible to anyone viewing that account
• A group — select a group to coordinate with your team about that category
• A hashtag — select a hashtag to discuss all entries carrying that tag

This contextual attachment means comments stay relevant — they live where the conversation naturally belongs, not in a separate thread or email chain.

Making a comment

Select a transaction, account, group, hashtag, or run a search query, then click the comment icon. Write your comment — mention a collaborator with @username to notify them — and click Save.

Tip

Add @username to your comments to make sure the mentioned user receives a notification.

Deleting a comment

Open the comments sidebar and press the trash bin icon on the comment you want to remove.

Deleted comments are recorded in the Events history, so there is always an audit trail — you can see who deleted what and when.

Note

Comments cannot be edited — only deleted. If you need to correct a comment, delete it and post a new one.

Notifications and @mentions

When a comment includes @username, that user receives an email notification and sees a red dot on the comment icon the next time they open the Book. Comments attached to a specific transaction also display a black comment icon on that transaction row.

The comment icon on a transaction turns white once you have read the comment, so you can easily distinguish between new and seen comments.

Email replies

When a user is mentioned with @username in a comment attached to a single transaction, they receive an email notification. They can reply directly to that email — even including an attachment. Bkper adds the reply as a new comment on the same transaction, and attaches any files to that transaction automatically.

Note

When the comment is not attached to a single transaction (for example, it references a search result), any attachment in the email reply is added to a newly created draft instead.

Audit trail

Every comment action generates an Event — both creation and deletion are logged with who performed the action and when. This means comments form part of your Book’s complete audit trail, even after deletion. You cannot silently remove a comment.

Limitations

• Comments cannot be edited — only deleted and re-posted. This preserves the integrity of the conversation history.
• Email reply attachments only auto-attach to the transaction when the original comment was on a single transaction. For query-context comments, attachments go to a new draft.