Back to Blog
Published on April 30, 2025

why Cloud now: chat and notes

overview of the darwin.Cloud chat and notes features.

key takeaways

  • darwin.Cloud now offers live messaging (chat) and extensive note-taking capabilities
  • chat allows text messaging with anyone who has a mobile number in darwin.Cloud, saving conversations within the system
  • notes provide organized, limitless note-taking on transactions, vouchers, and bank deposits
  • both features are available on property, people, and accounting screens, with security settings to control access

topics

chat functionality

  • enables text messaging from darwin to any mobile number in the system
  • messages are saved within darwin for audit purposes
  • two modes: "chat about" (linked to specific records) and "just chat" (general conversations)
  • accessible from property, people, and accounting screens via chat bubble icon
  • universal chat screen shows all conversations, with hyperlinks to relevant records

notes feature

  • allows unlimited note-taking on transactions, vouchers, and bank deposits
  • notes are permanent and cannot be edited or deleted after creation
  • accessible alongside chat on relevant screens

security and access

  • chat and notes can be enabled/disabled for different user roles
  • all users with access can view chats and notes for transparency
  • chats and notes are kept indefinitely for record-keeping

mobile integration

  • recipients receive messages as standard text messages
  • can reply directly from their phone without logging into darwin
  • mobile interface allows viewing and continuing conversations without login

practical application

  • demonstrated use case for bank reconciliation and tracking unknown transactions
  • using chat to query about unidentified deposits or withdrawals
  • creating temporary journal entries with "ask my accountant" category
  • leveraging chat to follow up on unanswered queries

next steps

  • attend follow-up practical training session tomorrow at 2 pm eastern
  • start using chat and notes features in day-to-day operations
  • ensure proper security settings are configured for your organization
  • explore using chat for improving communication and documentation in accounting processes

watch this short video to learn more:

ready to evolve?

request a demo or learn more about the power of darwin.Cloud