Ask a client for documents and review answers

When you need a statement, an invoice copy or an answer from a client, send a request from inside the client's Kluvan. The client's owner and managers are told, they answer on the request, and the answer comes back to you with any file they attached.

Before you start

• Open the client from Clients on the partner portal (see work in a client's organisation).

Steps

Send a request

1. In the client's Kluvan, open Accountant → Requests, or choose Ask the client from the New menu.
2. In What you need from the client, write it plainly, for example "Bank statement for September, all accounts".
3. Optional: add a Note with the detail.
4. Optional: pick a Due date, especially when the month-end close depends on it.
5. Select Send the request. The page says Request sent to the client. The request shows Waiting for the client.

Review the answer

1. Answered requests are counted on your Clients page and listed on the client's Today for your firm.
2. Open Accountant → Requests and open the request marked Answered.
3. Read the reply. If the client attached a file, select its name to open it.
4. If something is missing, type it in Ask again or add a detail (you can attach a file too) and select Send.
5. When the answer is complete, select Reviewed, close it. The request shows Done. Reopen brings it back.

Good to know

• How the client is told. The request appears on the Today list of the client's owner and managers, and goes by e-mail or WhatsApp to each of them by their own notification preferences.
• Files are stored in the client's organisation, count towards the client's storage allowance, and each opening is recorded. One file per reply: PDF, pictures, Word, Excel or OpenDocument files, CSV or text.
• Be specific. One request per subject keeps the list readable. A request takes up to 50 replies.
• When the access ends, the requests stay in the client's organisation; your firm can no longer open them.
• Related: close the month for a client.