Better communication with accountant through Clearbooks
Question asked by Philip Reiser 8 years ago
I'd like to be able to communicate with my accountant better through Clearbooks. For instance, I'd like to flag a transaction that may be incorrectly categorised .
At the simplest level, this is the ability to add a note to a transaction.
On a more sophisticated level, there could be a conversation around a specific transaction or report. See for instance Google Docs (A collaborative version of Word) which allows a bit of text to be highlighted and discussed with collaborators.
It is old school to have to take everything to email.
My apologies in advance if such features already exist and I haven't found them yet!
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