Email a question about a bank-feed transaction

Use Send query email when a transaction needs clarification before coding. You need Bank Feeds access and a saved transaction in the correct company/file. A query is an email conversation, not a Reckon push.

1. Open Bank Feed → Feed History, locate the transaction and choose More actions → Send query email. The Send Transaction Query dialog displays the payee, date and type for context.
2. Check the To recipient carefully. Review From Name, optional From Email, Subject and Message. The dialog may load a template and substitute transaction details; edit it to ask a specific question without including unnecessary private financial information. To, From Name, Subject and Message must be filled; the recipient must be a valid email address.
3. Select Send Query. If an error appears, correct it and retry only after checking whether the email was already received. Do not close while sending.
4. Expand Transaction Queries lower on Feed History. A query is Pending until the recipient responds via the query link, then Answered with Response displayed. Use Refresh in that panel to retrieve a newly arrived reply. Recheck the answer and code the transaction yourself; an answer does not post it.

For example, ask a fictional client, “Was the AUD 86.40 payment dated 26-09-2026 for office supplies or travel?” Use the recipient address you have verified outside this guide, and choose the appropriate expense account only after their response.

Reply as the recipient

1. Open the response link in the query email only after checking that you recognise the sender and question. This link does not require a BookFlo sign-in; keep it private and do not forward it.
2. Read the question and enter a clear answer under Your response, then select Submit Response. Wait for Response submitted.
3. If Already responded appears, that link has already recorded an answer. Contact the sender directly if you need to correct it. If Link not valid appears, ask the sender for a new query.

Submitting an answer records the reply for the sender; it does not change transaction coding or post anything to Reckon. The sender can refresh Transaction Queries to read it. A transaction row may display Queried while waiting and Answered after a reply.

Troubleshooting: The recipient's response link can expire; ask them to contact the sender for a new query if it is invalid or expired. A link already answered cannot be answered again through that same link. If a message did not send, read the dialog error and confirm the recipient address. See Review and code and History filters.