Navigating the world of accounting can be complex, especially when managing a business. Firstbase Accounting simplifies this process by offering a dedicated bookkeeper chat feature. This interactive tool facilitates efficient communication between you and your assigned bookkeeper, ensuring personalized, real-time assistance with your financial management needs.
Accessing the Bookkeeper Chat
The bookkeeper chat is readily available within the Firstbase Accounting platform. Once you're logged in, you'll find the chat option prominently displayed on your dashboard.
Chat with Your Bookkeeper
- Initiating a Thread: You can start a thread to discuss a specific topic with your bookkeeper. This focused approach allows for organized and efficient communication.
- Exchange History: To view the full exchange history in a chat thread, simply click on the arrow within the thread.
- Attaching Documents: For added convenience, you also have the option to attach documents directly within the chat, facilitating a more comprehensive and informed discussion.
Within the bookkeeper chat, there's a dedicated 'Transactions' tab. This section is crucial for helping your bookkeeper stay on top of your financial management:
- Adding Transactions: Your bookkeeper can add transactions for clarification purposes.
- Providing Context: You can then provide additional information or context for the categorization of these transactions, aiding in their accurate categorization and record-keeping.
Booking a Call
- In-Depth Discussions: If you require a more detailed discussion or face complex issues, the bookkeeper chat also offers the option to book a call with your assigned bookkeeper. This allows for in-depth and personalized conversations, facilitating a deeper understanding and resolution of your financial queries.