Chat about one specific entry

Every invoice, expense, and income entry has its own Ask Bill button. Opening it starts a conversation about that item alone. Its details stay pinned in a card above the chat — invoice number, amount, counterparty, and status for an invoice; amount, date, counterparty, and status for an entry — so you always see what you’re discussing.

The input placeholder changes with it: Ask about this entry… instead of the general Ask Bill anything….

Why it’s worth using

• You can skip the context. “Why is this booked like that?” or “Book this as private” needs no further explanation.
• Each item keeps its own conversation, so a question about one invoice doesn’t get mixed into your general chat.
• Actions Bill proposes here target that item, so there’s no risk of the wrong invoice being sent or marked as paid.

Standing rules behave differently here

Asking for a standing rule from inside an entry’s conversation saves the rule and re-books that entry straight away, so you see the effect immediately. Ask for the same rule from the general Bill chat and only the rule is created; it applies as bookings are made or revisited.

Starting from an action

Some screens hand you into an entity chat with the first message already written — for example resolving an entry without a document. That opening message is sent once; going back and returning doesn’t send it again.