Client disputes

Applies to version 26.99.5

If you enable disputes, clients can question a published report and you can respond — all in one thread.

How a dispute moves

1
Client raises it
From their portal, against a published report or as a general query.
2
You see it on the client
Open disputes appear on the client detail screen.
3
You respond
Reply, then resolve or reject it.
4
Reopen if needed
You can reopen a resolved dispute to continue the conversation.
OpenResolvedRejected
Disputes are opt-in
Turn disputes on in settings to show the "raise a dispute" option in the portal. With it off, clients simply won't see it.
On this page
Docs

Frequently asked questions

No. Disputes apply only to published reports (or as a general query). Drafts and approvals stay internal.

Turn them on in your client settings. The "raise a dispute" option then appears in the portal for your clients.