How do I discuss Bank Transactions or Uncategorized Transactions with the client?

You can manage it in two different ways:

Creating a client request directly from Uncategorized Transactions in the Insights module

To do this:

• Go to the Insights on the left sidebar.
• Click on the Uncategorized tab under Bank Transactions.
• Select the respective statement lines using the checkbox.
• Click Create Client Request above the Withdrawals column.
• Enter the details for the client request and click Save.

Creating a client request from Uncategorized Transactions in the client’s Zoho Books organization

To do this:

• Go to the Banking module in your client’s Zoho Books organization.
• Click on the required bank account.
• Navigate to the Uncategorized Transactions tab.
• Select the respective statement lines using the checkbox.
• Click Create Client Request above the Withdrawals column.
• Enter the details for the client request and click Save.

Your client’s bank details will be recorded.