Discuss a transaction in Chat

A transaction can carry a conversation. Use it for the questions that would otherwise live in an email thread: why a charge was split, who paid this card, which client this deposit came from. Notes stay inside the workspace. Emailing the client is a separate, consented lane.

Open it

1. Open All pages in the left sidebar, then under Daily work click Transactions.
2. Click the transaction to open its detail pane.
3. Find the Chat row. It shows the state and the last thing anyone said.
4. Click it to open the conversation.

What the state means

• Open means someone started a conversation that is still going.
• Awaiting client means a question was emailed and no answer has arrived.
• Client replied means the client answered. It has a bold green edge because it is new information for you.
• Resolved means someone closed it out.
• No answer means a question was sent and the client did not reply.

Add a note

1. Open the conversation.
2. Type in the note box, which is labelled Note and marked your workspace only.
3. Type @ to tag a teammate. Tagging writes their name in the note and sends no email.
4. Click Add note.

What the markers mean

• A note is internal. It carries no mail marker, and the composer says workspace only.
• Email the client instead starts a client question, where you choose the recipient, the request, and the send. See "Ask your client about selected transactions".
• A client's reply arrives in the same conversation, marked with who replied.

Good to know

• The conversation belongs to the transaction it was started on.

Updated on: 14/10/2026