Accountancy Questions

Accountancy Questions let your accountant and your team clear up queries about specific bank transactions and cost invoices directly inside Flowtly — no email threads or external portals. Each question is attached to the exact record it concerns, so the context is always one click away.

Key concepts

• Question — a thread attached to a single bank transaction or cost invoice, with a status of open, answered, or resolved.
• Questions inbox — every question for your organization lives under Finance & business → Accountancy → Questions.
• Access — users with accountancy access can both ask and answer.

Asking a question

• From a record — open a cost invoice or a bank transaction and start a question on it.
• From the Questions tab — click New question, find the cost invoice or bank transaction with type-to-search, write the question, and send.

Answering and resolving

• Open a thread from the inbox and reply. Each thread links straight to the underlying invoice or transaction.
• Mark a thread Resolved when it is handled, and Reopen it later if the conversation needs to continue.

Notifications

Everyone stays in the loop across in-app, push, and email:

• When the accountant asks, admins and accountancy managers are notified.
• When someone answers or resolves, the accountant is notified.

Email follows each person's notification preferences (Accountancy category).