Accountant requests
Resolve missing records where the work already lives.
Accountants can request a missing receipt or clarification, and owners can respond against the original Business record.
Keep the next step clear.
A useful record connects what happened with the details you will need later.
What this helps you do
Accountants can request a missing receipt or clarification, and owners can respond against the original Business record.
Accountant requestsResolve missing records where the work already lives.
01Open the request linked to the relevant record.
02Add the missing receipt or clarification.
03Resolve or cancel the request with an audit trail.
Good to know.
Will I know what record needs attention?
Yes. Requests can link back to the relevant expense so the owner can respond in context.
Where do I start?
Create your account, add your business and follow the setup steps inside SilaTrail.
A clearer trail starts here
Start with your next receipt.
Eligible new accounts begin with 14 days of Solo access. No credit card is required and no automatic charge occurs.