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"
Recurring question details
Notify client
There is an option to “Notify client" with each recurring question.
The client will receive an email notification at 8:00 AM EST on the scheduled day when the question is added to the Client Portal.
The email includes a link to the Client Portal and showcases all relevant open questions from that day.
Each question appears as a separate section in the email.
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.
