Communicate on the Aquilon Network

All members can communicate directly on Aquilon.

  • Tie Out Level Notes – add a general note related to the invoice(s)
  • Deal Level Notes – add a note specific to a deal/day/hour

Tie Out Notes

Tie Out Notes can be shared at a general level within the tie out and are not specific to a task or transaction.

  • Messages can be added in two places on the tie out screen:
    • Click on the green Add Note on the left-hand side
    • Click on the blue message icon on the right-hand side
  • The conversations panel will appear on the right side of the screen.

  • Enter the message on the conversations flyout

Deal Notes

Deal notes can be used to bring attention to a specific deal that has a variance.

  • From the Deals tab, click on any of the deal message icons to add a note on a specific deal

  • Enter the message on the conversations flyout. The network will enter the deal ID and the invoice number.

Notes History

To access all not history pertaining to a tie out:

  • Click message icon in the upper right hand corner to access the note history.

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