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Sending Notifications to your client

  1. When you have created a new Client Query you can let your client know queries are available for their response. Scroll to the bottom of the workpaper and select the Notify Client button;

  2. When the Notify Client button is selected a dropdown menu will appear with two columns;

  3. Select the Auditor Notification;

    (a) This column asks you to select which auditor in your firm you wish the notification from the client to be sent to.

    (b)The first name(s) are members on the engagement team.

    (c) Select Show Entire Staff List to select another member of staff including a firm manager or primary contact (see here for more information on creating a Firm Contact).

  4. Select the Client Notification;

    (a) This column asks you to select which client user you wish your notification to be sent to.

    (b) If a Default Notification in Clients was set this will be indicated by pre-selecting a client contact on this list (see here for more information on creating Client Logins). This can be changed for each file.
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