Discuss a journal entry with colleagues

What moves

A journal entry page can open or share a conversation; chat holds only a link and shows the entry card to people who may open it.

Before you start

• Chat and Accounting in your plan
• Discussions about records switched on

Step by step

1. AccountantAccounting & E-Invoicing

   Presses Discuss in chat on a journal entry.

   You see:A discussion opens titled Discussion with the entry attached.

2. AccountantTeam Chat & Calls

   Adds the finance controller and posts a question.

   You see:The controller is notified.

3. Finance controllerTeam Chat & Calls

   Opens the entry card inside the conversation.

   You see:The card opens the entry only if they hold accounting access.

4. SystemAccounting & E-Invoicing

   Shows a colleague without accounting access only that they cannot open the item.

   You see:No entry details leak into chat.

Related

• Accounting & E-Invoicing
• Team Chat & Calls
• Discussion and follow-ups on bills, invoices and journal entries
• Exam fees become tax invoices
• Expense claims use the employee record
• A credit hold stops a sale before it ships
• A customer pays an invoice from the portal
• Connections between modules