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Two features keep you and the Bumara compliance team in step: messages (tickets raised against a specific filing or request) and the timeline (an unalterable record of everything that has happened to it).

Messages

When the Bumara team needs something from you, they raise a message against the specific filing or service request it concerns — not a general email you have to work out the context of.

Kinds of message

Priority

Replying

1

Open the message

From your notifications, or from the Messages panel on the filing or request it belongs to.
2

Read what is actually being asked

The subject is short; the description has the detail. Requests are usually specific — “the March statement, not February”.
3

Reply, and attach what was asked for

Write your reply in the thread and upload any document to the request’s documents panel.
4

Watch the status

The message moves from Waiting on you to Waiting on Bumara. When it is dealt with it is marked resolved and then closed.

Message statuses

A message showing Waiting on you stops the work. This is the most common reason a submission sits still for a week. Check your notifications daily.

About replies

Replies cannot be edited once posted. Write carefully — the thread is part of the permanent record of that filing, and it may be read by a regulator or an auditor later. Some notes in a thread are internal to the Bumara team and are never shown to you. If a thread appears to jump, that is why.

The timeline

Every filing and service request has a timeline: an ordered record of everything that has happened to it, with who did it and when.

What appears

Each entry records who acted — you, a colleague by name, a Bumara team member, or the system.

Reading a timeline

Timelines answer the questions that come up under pressure:

Timeline entries cannot be edited

Nothing in a timeline can be altered or removed, by you or by Bumara. That is what makes it worth anything as evidence. If something was done wrongly, the correction appears as a further entry — the original stays visible.

Comments on tasks

Separately from messages, you can comment on individual tasks. These are visible to your colleagues but not part of the ticket thread with the Bumara team. Use them for internal context: “waiting on the bank statement from Mutinta”, “figures confirmed against the March payroll”. Like replies, comments cannot be edited once posted.

Getting help outside a specific filing

Messages are always attached to something. If your question is general — about your plan, about how a feature works, about something not tied to one filing — use the support option in Settings rather than raising a message on an unrelated filing.
Related: Working a task for blocking, skipping and commenting on individual steps.
Last modified on August 4, 2026