Automated bank statement requests
Double allows bookkeepers to create automated bank statement requests through the Client Portal.
To do this, create recurring non-transaction questions for each statement needed.
Creating a separate question for each statement ensures that any outstanding requests remain visible in the Client Portal until they’re completed.
Creating a recurring question
To add a recurring question,
Go to the client's non-transaction questions
At the top of the tab select "Recurring questions"
Select "Add recurring question"
Notify client when recurring question is posted
There is an option to “Notify client" with each recurring question.
With this checked, the client will receive an email notification at 8:00 AM EST on the scheduled day the question is posted. The email includes a link to the Client Portal and showcases all recurring questions posted that day.
More on recurring non-transaction question notifications 👉 HERE!
The client portal experience
Clients will see these requests in their client portal under the "Non-transaction questions" tab.
