Answer your accountant's requests - Pragma Chartered Help

When your accountant needs something from you, such as a bank statement, your purchase bills for a month or another document, they send you a request. It is listed on your portal under Requested by your accountant, one line per document. The number next to the tab name is how many documents are still waiting. While anything is waiting, this tab opens first when you open your portal. If nothing is waiting, you see Nothing requested right now.

What each line shows

Column	What it tells you
Requested	The name of the request, and its due date: Due followed by the date, or Overdue since followed by the date once it has passed.
Document	The document asked for, with the period when your accountant named one.
Status	Requested while your accountant is waiting, Received once a file has been sent, or Not needed if your accountant no longer needs it. The number of files already sent is shown beside it.

Open the line

Select Requested by your accountant, find the document, and select Send on its line. On a line that has already been received, the button reads Add; use it to send another file for the same document. Lines marked Not needed have no button.

Read your accountant's note

The panel shows the request name and due date. If your accountant added a note to the request, it is shown at the top.

Send the files

Drop the files on Drop the files here, or choose them, or select it to pick them. You can send PDF, JPEG or PNG files, up to 20 at a time and up to 19 MB each.

Check each file

Each file shows Sending, then Filing, then Received. If you send a file your accountant already has for your company, it shows Already had it — linked and is matched to this request without a second copy. When you are finished, select Done.

Once every document in a request has been sent, or marked not needed, the request is complete and leaves the list. If the request asked for purchase or sales invoices, the invoices you send also appear in your Invoices list, where you can follow their status.

If a file could not be sent

A file that could not be sent shows Not sent, with the reason under its name. Files that were sent before it are kept.

Message	What to do
Only PDF, JPEG and PNG files are accepted.	Save or scan the document as a PDF, JPEG or PNG and send it again.
This file is … MB. The limit is 19 MB.	Scan at a lower resolution, or split the file, and send it again.
This file is empty.	Save the file again from where you got it.
The file could not be stored. Check your connection and retry.	Check your internet connection and send the file again.
This exact file was already uploaded for this firm. The existing review item holds it — nothing was created.	Pragma already holds this exact file under another record, so it was not linked to your request. Contact your accountant.
Upload at most 20 files at a time.	Send the files in smaller groups.
This request is already complete. Reopen an item if something is still missing.	Your accountant already has everything for this request. If you need to send more, contact your accountant.
This request was cancelled. Reopen it first.	Your accountant cancelled this request. Contact them if you still want to send the document.
This client is archived, so nothing new can be sent or recorded for it. Its history stays readable; restore the client to work on it again.	Your accountant has archived your company in Pragma. Contact your accountant.
That request item no longer exists, or you do not have access to it.	Your accountant has changed the request. Reload the page and look for the line again.

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