Snippets and transactional questions

Snippets

Reuse common wording with saved snippets instead of retyping the same question every time you need to ask for a receipt or clarify a category.

Transactional questions

Ask a question about a specific transaction directly from Transaction Coding — the client answers against that exact transaction in their portal, so there’s no ambiguity about what’s being asked.

Next

• Client portal — where the client answers both kinds of questions.