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How do I raise an OSI? - Please refer to the article <a href="https://help.xibo.sg/en/articles/4275458-create-queries-for-the-client-osi" rel="nofollow noopener noreferrer" target="_blank">Create Queries for the Client</a>.

What are the 4 questions styles possible? - The questions that can be chosen to send to the client for OSI are, Describe item - Client is requested to comment on/attach documents for each ledger item Submit supporting documentation - Client is requested to submit documentation as proof for the ledger amount Detail non-deductible amount - Client is requested to provide details for the non-deductible amount in the ledger Summarise item - Client is requested to comment in general across all items

Can I customise the question to the client? - Yes, the Preparer/Staff has the option to customise the question to the client under the Questions and Answers column.

What does the Filter button under Actions do? - When the Preparer/Staff clicks on Filter icon under Actions in the OSI tab, the Workspace is filtered to display just those ledger items for which the OSI has been raised.

1. How do I raise an OSI? - Please refer to the article <a href="https://help.xibo.sg/en/articles/4275458-create-queries-for-the-client-osi" rel="nofollow noopener noreferrer" target="_blank">Create Queries for the Client</a>. 
2. What are the 4 questions styles possible? - The questions that can be chosen to send to the client for OSI are, Describe item - Client is requested to comment on/attach documents for each ledger item Submit supporting documentation - Client is requested to submit documentation as proof for the ledger amount Detail non-deductible amount - Client is requested to provide details for the non-deductible amount in the ledger Summarise item - Client is requested to comment in general across all items 
3. Can I customise the question to the client? - Yes, the Preparer/Staff has the option to customise the question to the client under the Questions and Answers column. 
4. What does the Filter button under Actions do? - When the Preparer/Staff clicks on Filter icon under Actions in the OSI tab, the Workspace is filtered to display just those ledger items for which the OSI has been raised.