why Cloud now: chat and notes

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: