Item Messaging

Item Messaging is a way for accountants or bookkeepers to easily communicate directly with their  clients within the App. 

Note: Item Messaging is only available for Streamline and Optimize Partner Accounts. 

If there's a vital piece of information that you are missing to complete a process, then an accountant/bookkeeper user on a Receipt Bank Partner account can send a direct message through the Web App to a client or user on the Mobile App. 

The client/user will receive the message as a push notification and they can respond within the Receipt Bank Android Mobile App like this:

Or they can respond within the Receipt Bank Apple iOS Mobile App like this:

The accountant/bookkeeper can send and respond to Item Messages using the Receipt Bank Web  App. When the client has responded they will receive an alert in the notification area on their dashboard.