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 13 days 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 13 days 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 3 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 3 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 3 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 3 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 3 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 3 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 4 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 4 months ago
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 4 months ago
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 4 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 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 6 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 6 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 6 months ago
Completed
Support the Location field from QuickBooks Online
Allow me to choose a Location when categorizing expenses in Uncat.
Brandon Bruce 6 months ago
Completed
Support the Location field from QuickBooks Online
Allow me to choose a Location when categorizing expenses in Uncat.
Brandon Bruce 6 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 6 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 6 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 6 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 6 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 6 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 6 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 6 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 6 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 6 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 6 months ago
Completed
Accounting Firm Branding on Client Page
We would like to be able to add our company branding on the client landing page.
Richard Betts 6 months ago
Completed
Accounting Firm Branding on Client Page
We would like to be able to add our company branding on the client landing page.
Richard Betts 6 months ago
