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Item Messaging is a way for accountants or bookkeepers to easily communicate directly with their clients within the App.
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.
Note: Item Messaging (part of the Targeted Communication package) is included in Optimize Partner Accounts, and available as a purchasable add-on for Extract and Streamline Partner Accounts. Find out more about the different Receipt Bank products here.
The client/user will receive the message as a push notification and they can respond within the Receipt Bank Mobile App.
The accountant/bookkeeper can send and respond to Item Messages using the Receipt Bank Web App.
Item Messaging is a way for accountants or bookkeepers to easily communicate directly with their clients within the App.
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.
Note: Item Messaging (part of the Targeted Communication package) is included in Optimize Partner Accounts, and available as a purchasable add-on for Extract and Streamline Partner Accounts. Find out more about the different Receipt Bank products here.
The client/user will receive the message as a push notification and they can respond within the Receipt Bank Mobile App.
The accountant/bookkeeper can send and respond to Item Messages using the Receipt Bank Web App.
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