Internal Queries & Draft Client Queries
Raising a query and moving it toward the client.
An Internal Query is for communication within the firm, not visible to the client. Once ready to ask the client, it's moved to Draft Client Queries, a holding state for queries prepared but not yet sent. From there, Send to Client moves it into Sent Client Queries.
Where a query can be raised from
Fields from the firm-wide, job-level, or client-level Command Center
● Query Type: Draft Client Query or Internal Query.
● Raise at: Job level or Client level.
● Job: required where Raise at is Job level.
● Source: required, selected from a dropdown (Workpaper, GL Scrutiny, Smart Coding, or Manual Journal).
● Sub-context: required, free text.
● Description: required, free text.
● Attachments: optional.
Fields when raised directly from a workpaper
Query Type (Draft Client Query or Internal Query), Description, and optional Attachments. Source and Sub-context aren't shown here; they're implied automatically as Workpaper and the specific workpaper being viewed.
How to access: Command Center, then + Add Query, or from within a workpaper via Details, then Query Hub.