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Customize synced description format

Feature Requests

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.

Which component of Uncat does this request relate to?
Posted by jillian@thegoodcfo.com ·
Status: Completed4 comments

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Comments4

  • Juan Cruz Troncoso

    •

    Sep 22

    Can we remove the “uncat” text at all?

  • Brandon Bruce

    Team•

    Feb 12

    Hi Jillian. Thanks for reaching out! We do it this way because we don’t want folks to lose the information that might be in the original description field (bank feed context, prior updates in QBO by the client or by the bookkeeping/accounting teams). It’s not as typographically clean, but we implemented it 5 years ago since the risk/pain of overwriting information contained in the field was too great. Hope that makes sense even though it’s probably not really the answer you were looking for. 😺

    • jillian@thegoodcfo.com

      •

      Feb 12

      Thanks for the reply Brandon! That makes sense and is understandable. Is there any way we could move the “client notes” at the beginning though, just so it’s easier to review transactions later on?

      ex. "client’s notes // uncat // old description" or "uncat // client’s notes // old description"

      • Brandon Bruce

        Team•

        Feb 26

        I checked with my cofounder/CTO. We’ve noted it as a feature request to perhaps add a future setting. For now, we wouldn’t want to change it systemwide since so many firms are used to it.