Review flagged entries

Open the review queue

Open the client and choose Flagged. The queue groups judgment calls from Bill and questions from your client. Select an item to inspect its entry and the reason it was flagged.

Check the document, amount and proposed booking before deciding. An empty queue means there are no open flags; it does not certify that the entire administration has been reviewed.

Agree or adjust

If the treatment is correct, use the agreement or resolve action shown. The item leaves the open queue and selection advances.

Choose Adjust when Bill needs to change something. Review any prefilled suggestion or write a specific instruction, then choose Send to Bill. Bill reprocesses the entry; wait for the result and inspect the new booking. Submitting an instruction does not yet prove that the requested change has been processed or posted to Exact.

Use the actions beside a saved instruction to edit or remove it later.

Answer a client question

For a client question, the conversation is central. The client can see this thread in the app. Use @bill to bring Bill into the conversation. Resolve the flag once the question is settled.

Use j/k or the arrow keys to move through the queue. Enter resolves the selected item, so only use it after reviewing that item.