Outstanding Inquiry (OSI)

Outstanding Inquiry (OSI)

  1. How do I raise an OSI? - Please refer to the article Create Queries for the Client.  
  2. What are the 4 questions styles possible?                                                                                                                                                                               The questions that can be chosen to send to the client for OSI are,
    1. Describe item - Client is requested to comment on/attach documents for each ledger item
    2. Submit supporting documentation - Client is requested to submit documentation as proof for the ledger amount
    3. Detail non-deductible amount - Client is requested to provide details for the non-deductible amount in the ledger
    4. Summarise item - Client is requested to comment in general across all items                                                                             
  3. Can I customise the question to the client? - Yes, the Preparer/Staff has the option to customise the question to the client under the Questions and Answers column.
  4. What does the Filter button under Actions do? - When the Preparer/Staff clicks on Filter icon under Actions in the OSI tab, the Workspace is filtered to display just those ledger items for which the OSI has been raised. 

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