Client correspondence (Queries)

When performing your engagement work, you may need to collaborate with a contact to retrieve additional information. Die Interaktion zwischen einem Mitarbeiter und einem Kontakt in Abfragen lässt sich in der folgenden Abbildung zusammenfassen.

To request information such as the trial balance, financial statements, taxation assessments, or general entity inquiries you can create and send a new query by selecting Create a document | Query.

After your contact provides the missing information, you’ll receive an email notification with their response. You can review their response and either accept or reopen the query.

To view a list of your queries, go to the Queries page.

Weitere Informationen finden Sie in:

1. Create a query document.

2. Send the query to contacts.

3. Respond to a query.

4. Review contact responses.

5. Reopen a query.

6. Complete a query.

7. View queries (the Query dashboard).