Completed
Sync files attached in QBO to Uncat
It would streamline the workflow, when creating an uncategorized transaction in qbo, to be able attach the supporting documentation in QBO, and then have that document accesible to the client in Uncat. This would save a step where now you create transaction, save and sync to Uncat. And then attach the doucmentation in Uncat.
Robert Sterling 4 days ago
Completed
Sync files attached in QBO to Uncat
It would streamline the workflow, when creating an uncategorized transaction in qbo, to be able attach the supporting documentation in QBO, and then have that document accesible to the client in Uncat. This would save a step where now you create transaction, save and sync to Uncat. And then attach the doucmentation in Uncat.
Robert Sterling 4 days ago
Support for Refund Receipts and Credit Memos (Negative Transactions)
I want to be able to categorize refund receipts and credit memos as credits on the Uncat dashboard. Currently, these transactions show up as expenses and there is no option to categorize them as a credit, which makes it difficult to manage negative transactions within Uncat.
Karen Connair about 1 month ago
Support for Refund Receipts and Credit Memos (Negative Transactions)
I want to be able to categorize refund receipts and credit memos as credits on the Uncat dashboard. Currently, these transactions show up as expenses and there is no option to categorize them as a credit, which makes it difficult to manage negative transactions within Uncat.
Karen Connair about 1 month ago
Completed
Customize synced description format
For example, QBO now syncs descriptions from Uncat as "old description // uncat // client's notes" but I want it to be just "client's notes" for clean memos on the books.
jillian@thegoodcfo.com about 2 months ago
Completed
Customize synced description format
For example, QBO now syncs descriptions from Uncat as "old description // uncat // client's notes" but I want it to be just "client's notes" for clean memos on the books.
jillian@thegoodcfo.com about 2 months ago
Standard Client Settings Templates
I would like the ability to have standard client settings that are automatically applied to a new client. Alternatively, I'd like to be able to apply a settings template to a new or existing client, or duplicate the settings from an existing client to another. This would save time and ensure consistency across clients.
Brooke Womack 4 months ago
Standard Client Settings Templates
I would like the ability to have standard client settings that are automatically applied to a new client. Alternatively, I'd like to be able to apply a settings template to a new or existing client, or duplicate the settings from an existing client to another. This would save time and ensure consistency across clients.
Brooke Womack 4 months ago
Create Templates for Client Requests
I would like the ability to create and save templates for the "Requests" I send to clients. This would save time and ensure consistency when requesting standard documents. Instead of creating a new request from scratch each time, I could select a pre-made template and send it quickly.
Brooke Womack 4 months ago
Create Templates for Client Requests
I would like the ability to create and save templates for the "Requests" I send to clients. This would save time and ensure consistency when requesting standard documents. Instead of creating a new request from scratch each time, I could select a pre-made template and send it quickly.
Brooke Womack 4 months ago
Completed
Ability to 'send back to client for more info' on a transaction
I want to be able to select a transaction, check it, and then choose a 'send back to client' option from a dropdown. This should make the transaction reappear on the client's dashboard for them to provide more information, even if they have previously interacted with it. The current method of adding a message to an updated transaction does not achieve this specific 'send back' functionality.
Roger Knick 5 months ago
Completed
Ability to 'send back to client for more info' on a transaction
I want to be able to select a transaction, check it, and then choose a 'send back to client' option from a dropdown. This should make the transaction reappear on the client's dashboard for them to provide more information, even if they have previously interacted with it. The current method of adding a message to an updated transaction does not achieve this specific 'send back' functionality.
Roger Knick 5 months ago
Rejected
Option to remove "//Uncat//" prefix from QuickBooks memos
Users need a setting to automatically remove the "//Uncat//" prefix from transaction memos when syncing to QuickBooks, as clients have mentioned it.
heather@bitdigit.com 6 months ago
Rejected
Option to remove "//Uncat//" prefix from QuickBooks memos
Users need a setting to automatically remove the "//Uncat//" prefix from transaction memos when syncing to QuickBooks, as clients have mentioned it.
heather@bitdigit.com 6 months ago
Completed
Need Projects and Product and Service Items
We need a way to map transactions to projects, products, and service items in QBO. Without the feature the tool doesn’t work for us.
Timothy Wingate 6 months ago
Completed
Need Projects and Product and Service Items
We need a way to map transactions to projects, products, and service items in QBO. Without the feature the tool doesn’t work for us.
Timothy Wingate 6 months ago
Completed
As an Accountant, I want to bulk categorize expenses from the Dashboard.
I want to select more than one uncategorized expense and then choose a category.
Brandon Bruce 8 months ago
Completed
As an Accountant, I want to bulk categorize expenses from the Dashboard.
I want to select more than one uncategorized expense and then choose a category.
Brandon Bruce 8 months ago
Completed
As a Business, I want to be able to invite a coworker to add notes to specific expenses.
Currently, I can invite a coworker to add notes to any uncategorized expenses. This works great for inviting a controller or finance manager. However, there are coworkers who only need visibility to certain expenses. I want to be able to select one or more expenses on the Dashboard and invite a coworker to add notes. I also want to be able to set up a rule for a coworker to only see uncategorized expenses from a given source (for example, their credit card) and not all uncategorized expenses.
Brandon Bruce 8 months ago
Completed
As a Business, I want to be able to invite a coworker to add notes to specific expenses.
Currently, I can invite a coworker to add notes to any uncategorized expenses. This works great for inviting a controller or finance manager. However, there are coworkers who only need visibility to certain expenses. I want to be able to select one or more expenses on the Dashboard and invite a coworker to add notes. I also want to be able to set up a rule for a coworker to only see uncategorized expenses from a given source (for example, their credit card) and not all uncategorized expenses.
Brandon Bruce 8 months ago
Completed
Support the Location field from QuickBooks Online
Allow me to choose a Location when categorizing expenses in Uncat.
Brandon Bruce 8 months ago
Completed
Support the Location field from QuickBooks Online
Allow me to choose a Location when categorizing expenses in Uncat.
Brandon Bruce 8 months ago
Completed
Display vendor information from QuickBooks Online in Uncat
Allow me to see information about Vendors from QuickBooks Online for expenses in Uncat.
Brandon Bruce 8 months ago
Completed
Display vendor information from QuickBooks Online in Uncat
Allow me to see information about Vendors from QuickBooks Online for expenses in Uncat.
Brandon Bruce 8 months ago
Completed
Support for journal entries
As a bookkeeper, I'd like to be able to manage journal entries in Uncat (rather than needing to switch into QuickBooks Online).
Brandon Bruce 8 months ago
Completed
Support for journal entries
As a bookkeeper, I'd like to be able to manage journal entries in Uncat (rather than needing to switch into QuickBooks Online).
Brandon Bruce 8 months ago
Completed
"Tax" section next to "Category"
I need to have tax field included. Some categories may have different tax rate. Office supply may be coming from USA where there is no HST.
Marek Mucha 8 months ago
Completed
"Tax" section next to "Category"
I need to have tax field included. Some categories may have different tax rate. Office supply may be coming from USA where there is no HST.
Marek Mucha 8 months ago
Completed
Split expenses between two or more accounts
I want to be able to split expenses between two or more accounts (aka categories) in Uncat.
Brandon Bruce 8 months ago
Completed
Split expenses between two or more accounts
I want to be able to split expenses between two or more accounts (aka categories) in Uncat.
Brandon Bruce 8 months ago
Completed
Need to support account numbers in the drop down category list.
Need to add visible account numbers when a client uses account numbers in their chart of accounts.
Richard Betts 8 months ago
Completed
Need to support account numbers in the drop down category list.
Need to add visible account numbers when a client uses account numbers in their chart of accounts.
Richard Betts 8 months ago