Sebastian de GoeijShort answer
The client gets one email a day by default, with the total of open client questions. You change the frequency in the client dashboard or under Settings → Communication → Client question reminders. There is no push popup in the app. The client signs in to answer, so every answer is traceable to the booking.
Key takeaways
- Default: one reminder email a day.
- You set the frequency in the client dashboard or under Communication.
- No push notification in the iOS or Android app.
- Answers only when signed in, in portal or app.
- Client questions are not the same as open items in the ledger.
How often does the client get a reminder?
One email a day by default, with the number of open client questions. No separate mail per question unless you set it that way. The mail goes to the client users of that administration, not to the firm.
Where do I change the reminder?
In the client dashboard, or as the firm under Settings → Communication → Client question reminders. Since 20 October 2026 this is no longer under a Preferences tab; reminders and webhooks sit under Communication, switches under Processing → Processing preferences.
Does the client get a push notification in the app?
No. The app shows open questions when the client opens it. The reminder is the email. The client must sign in to answer; that keeps the audit trail around the document.
Are client questions the same as open items?
No. Client questions are only the questions sent to the client. Open bank items in Exact or Twinfield are a different list. A bank line without a document becomes a client question if you or the AI send one (Shift+V), not automatically just because it is open.
FAQ
Questions about this topic.
Yes, under Communication → Client question reminders, or in the client dashboard.
No. Default is one email a day with the total.
Yes. Client questions are ledger-independent.
Yes. That keeps structure and traceability.
