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Collaboration between accountants and clients is seamless in Breezing. When you encounter an unknown transaction, a missing cost basis, or an ambiguous internal transfer, you don’t need to export a spreadsheet and email it back and forth. You can handle the entire Q&A process directly inside the platform.

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1. Tag Transactions for Review

As you categorize transactions on your dashboard, you will inevitably find some that lack context.
  1. Click into the transaction details.
  2. Click the dropdown and assign the Review Required label, or type a custom internal note.
  3. Save the transaction. It will now be flagged in the system.

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2. Invite Your Client

You can grant your client restricted access so they only see what they need to see, without exposing your backend accounting settings.
  1. Navigate to Company Settings > Members.
  2. Enter your client’s email address.
  3. Set Permissions:
    • Organization Role: Set to Viewer.
    • Company Role: Set to Editor (so they can add notes/descriptions) or Viewer (if they should only look).
  4. Send the invite.

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3. The Client’s Experience

When your client logs in, they will only have access to their specific company’s workspace.
  1. They can go to the Dashboard and use the Filter menu to select Review Required.
  2. This isolates all the ambiguous transactions you flagged.
  3. The client can click into each transaction and leave an Accounting Description (e.g., “This was a payment to our legal vendor, MME”).
  4. Once you review their notes, you can remove the “Review Required” flag, assign the correct General Ledger account, and sync the journal entry to Xero/QBO!