Share messages and files with your accountant

Find a conversation

Open Inbox and check that you are in the right business. Search for the conversation or use the accountant, Bill or archived tabs. Also check whether an unread-only filter is active.

Open a conversation to read earlier messages. Sender labels distinguish your accountant, Bill and you.

Start a question

Choose the new-conversation action for your connected accountant. Write your message and optionally add a title. Identify the document, period or amount involved. Check the accountant before starting the conversation.

If no accountant is linked yet, AirBill asks you to establish that connection first.

Attach a file

Use the attachment button in the conversation and choose camera, photos or files. Check that the attachment appears in the conversation. An upload error means the file was not successfully sent; inspect the message before trying again.

Sharing an attachment in a conversation does not by itself confirm that it has been processed as a bookkeeping entry. Check the document or bookkeeping overview for that.

Archive

Use the archive action to tidy away a finished conversation. Find it again under archived conversations and unarchive it when needed.