collaboration

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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 tasks 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.

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

The task displays the same columns shown in your Transactions view. Configure visible columns before creating the task to customize the table.

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