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Print a client request summary

LiveFor: Accountant

A PDF of what was asked, sent and still missing.

Open the job and choose Work item options > Print Client Request Summary, or Print Client Request Summary in a client section’s menu. A PDF downloads listing each item on the job’s client requests, what the client sent, and what is still missing.

The Work item options menu with Print Client Request Summary among its items.
Print Client Request Summary is in Work item options.

Use it to go through a request with the client on the phone, or to keep with the job’s papers.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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