Use the Review Required status to get feedback from your client

1. Click on Dashboard to view the transaction table.

2. Click on any transaction to open up the right hand panel and scroll down to status and select Review Required

3. This transaction will now be labelled as required review in the transaction table.

4. Invite your client or your internal employee to the account by asking him/her to create an account on Breezing at https://app.breezing.io/.

5. Ask them to access the account and click Filters above the transaction table and select Review Required in the status field and click Filter.