Ask about your invoices - Pragma Chartered Help

The Ask tab is available if your accountant has turned it on. If you do not see Ask next to Invoices and Requested by your accountant, it is not turned on for you; ask your accountant if you would like it. Ask answers questions about two things only: the invoices you have sent your accountant, and the documents they have asked you for. It answers about your own company only. It only reads: it never approves, files or sends anything.

Open the Ask tab

On your portal page, select Ask.

Type your question

Type into the box under Ask about your invoices, or select one of the example questions, such as Which of my invoices were returned to me? or What documents is my accountant waiting for?. Select Ask, or press Enter. Use Shift+Enter for a new line.

Read the answer and check its sources

While it works, the answer shows Reading your records…. When it is ready, numbered links in the answer and under Sources take you to the list it came from on your portal page. If an answer says This answer cites no records. Verify it before relying on it., check it against your invoice list before you rely on it.

Start again if you like

Your conversation is kept when you reload the page. To start a fresh one, select New conversation at the top of the page.

Answers are drafts to check against the records they cite. Your questions and answers are kept for 30 days, and the Owner of your accountant’s firm can see them. You can ask up to 20 questions an hour.

If you get no answer

Message	What to do
You have reached the assistant’s limit of 20 questions an hour for one person. Try again in … minutes.	Wait for the time shown, then ask again.
Your firm has reached the assistant’s limit of 200 questions an hour. Try again in … minutes.	Wait for the time shown, then ask again.
The assistant is still answering your last question. Wait for that answer before asking another.	Wait for the current answer to finish.
The assistant is not available for your firm yet, so the question was not sent.	Ask your accountant whether Ask is still available.
The assistant could not reach its AI service, so nothing was answered. Contact Pragma Chartered support if this keeps happening.	Ask again; if it keeps failing, ask your accountant to contact Pragma support.
The AI service is busy right now. Ask again in a few minutes.	Ask again later.
The AI service is unavailable right now. Ask again in a few minutes.	Ask again later.
The AI service returned an error, so there is no answer. Ask again; if it keeps failing, contact Pragma Chartered support.	Ask again; if it persists, tell your accountant.
The answer took longer than 90 seconds and was stopped. Ask a narrower question, for one client or one period.	Ask a narrower question, for example about one month.
The question needed more record reads than one answer is allowed, so it was stopped. Ask about one client or one period at a time.	Split the question up.
The answer was longer than the assistant may write and was cut off, so it is not shown. Ask a narrower question.	Narrow the question.
The model declined to answer this question.	Rephrase the question about your records.
The answer was interrupted before it finished. Ask again.	Ask the question again.
Your access changed while the answer was being prepared — the assistant was turned off, or your role or assignments changed — so it was stopped.	Your accountant may have turned Ask off. Reload the page.

Questions about your books? Contact your accountant. Can’t sign in at all? Contact Pragma support.