Tasks

Coordinate work across your team and clients — assign tasks, track progress, and keep communication tied to the transactions that matter.

What you can do with Tasks

• Assign work to team members or clients with due dates and priorities
• Attach transactions that need review, receipts, or clarification directly to a task
• Manage workflows like monthly close, catch-up bookkeeping, or recurring reviews
• Communicate in a dedicated chat thread with full context
• Track progress across your team with status updates and filters

Creating a task

1. Go to Tasks in the sidebar
2. Click New task
3. Enter a title describing what needs to be done
4. Set the Assignee, Due date, Entity, and Priority
5. Click Create task

Files uploaded to a task are stored in the Documents tab and remain linked to the task.

Adding transactions to a task

Attach transactions directly to a task so your team or client sees exactly what needs attention — with full context preserved.

1. Go to Transactions and select one or more transactions
2. In the Bulk Actions toolbar on the bottom of the screen, click the options menu (⋯)
3. Select Create task
4. Fill in the task details and click Create task

Use this when:

• Requesting documents or explanations for specific expenses
• Flagging transactions that need client review
• Assigning a batch of uncategorized transactions to a team member

Chat on Task

Each task has a chat thread for back-and-forth discussion with your team or client.

Best practice:

• Use the task chat thread for questions and status updates
• Ask clients to add Notes directly to transactions for transaction-specific explanations

Email notifications

Assignees receive a daily digest at 6 AM PT / 9 AM ET for:

• New tasks assigned to them
• New comments on their tasks
• Tasks due that day

Editing a task

1. Go to Tasks in the sidebar
2. Click any field to edit inline: Title, Due date, Entity, Priority, Assignee, Status
3. Click the task row to open the detailed view for comments and attachments

Choosing the right tool