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Use Ask For Help Inside Wesley

Use Ask when you need help from the Wesley team or need a support/accounting question routed from inside the app.

What This Looks Like

Ask support and accountant entry modal opened from the top bar
Ask support and accountant entry modal opened from the top bar

How To Use It

  1. Select Ask in the top bar.
  2. Describe the issue, question, or accounting context clearly.
  3. Include the client, module, and transaction/report/document context when relevant.
  4. Send the request and return to the workflow you were in.

Check Before You Leave

The question should include enough context for the Wesley team to identify the screen, client, and next action.

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