Ask Client

What Ask Client Means

When Tally cannot reach the fixed 60% confidence floor for a specific ordinary income or expense account, it leaves the row uncoded in Ready with its suggestion and rationale. An accountant can use Ask Client to post an eligible row to a bound review account while the client supplies the category. Deposits go to Management Review - Income and withdrawals go to Management Review - Expense. Using the guided Fast Coding workflow sends the grouped request to the designated company owner. If no recipient is configured, the row stays queued in Ask Client until the firm selects one.

The amount is posted bookkeeping. Ask Client keeps the uncertainty visible so the firm can recode it when better context arrives. It does not create a bank rule, and it does not apply to transfers, card payments, checks in quarantine, owner money, tax, payroll, or other special workflows.

Find The Rows

Open Fast Coding, then choose Ask Client to see rows already moved there. To add an eligible Ready row, use Ask Client on that row. The Profit & Loss also shows an Ask Client section when those accounts have activity.

Recode With Evidence

Ask Tally to review the vendor, description, amount, prior company history, and available evidence. If the correct account is clear, recode the posted transaction through the normal bank-feed or register workflow and review the resulting report.

Do not move an amount to a catch-all revenue or expense account simply to empty the review list. Leave it in Ask Client when the evidence still does not support a more specific treatment.

What It Does Not Mean

Ask Client is not an error state and does not block reports, reconciliation, or unrelated bookkeeping. A report can run while the firm still has review rows. The review balance is a visible accounting result that needs better classification, not a claim that the books contain every transaction that should exist.

See How Tally investigates unknown money for the research order and special-row boundaries.