Brandon Bruce

Team

Commented on Request for custom fieldsThanks, Andrew! Appreciate the feedback and we’ll look into ways to make field titled editable and/or to support other custom fields.Commented on Add payment cardHI Cassy. It looks the origin of the issue was two different accounts. One is under your Gmail account. You can try adding a card to that one again and let me know — it should work now. The second is an account under cassy@clw-accounting.com so you can switch and sign in to that…Commented on Add payment cardHi Cassy! Thanks for reaching out. I see the issue. I’m going to ask my cofounder for help to resolve the error and I’ll let you know. In the meantime, your trial will keep going so you can keep using the full-featured Uncat.Commented on Create Rule in UncatAgree! If we can get access to create rules via the QBO API, that’d be our preferred approach, but I’ll add a note about Rules to our development log as well.Commented on Transactions Disappear After Month ClosesHi! Thanks for reaching out on this. Yes, if the books are closed, the transactions are not updatable via Uncat so we don’t show them. A possible workflow would be to set a fast deadline for the client so that the books are open for a short period before updating via Uncat and th…Commented on Accountant Approval Before QBO SyncHi! Yes, they sync automatically to QBO, but they’ll also show on your Uncat dashboard so that you can review them and make any changes as necessary.Commented on Option to hide/remove floating chat bubble on mobileWe removed the icon on mobile so that’ll get it out of the way.Commented on Option to hide/remove floating chat bubble on mobileI’ll create a ticket on our side and see if that’s an option with the support system we’re using which generates that bubble.Commented on Streamline how you restrict client account choices - ie. all liability or all balance sheetThis is coming soon!Commented on Sync files attached in QBO to UncatHi Robert. Yes, this works today. You can upload documents in QBO and they’ll show as attachments in Uncat so that you and your client can see them there.Commented on Customize synced description formatI 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.Commented on Customize synced description formatHi 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 c…Commented on Ability to 'send back to client for more info' on a transactionHi Roger. Yes, you can do exactly as you described. Select the transaction (checkbox on the left) and choose “Send back to client” in the Action drop down menu on the top left of the dashboard. 😺Commented on Option to remove "//Uncat//" prefix from QuickBooks memosHi Heather! That tag is in there to separate the description the client adds in Uncat from any pre-existing content in the description (e.g. bank feed information).Commented on Need Projects and Product and Service ItemsHi! There is a Category/Item column in the dashboard. If the transaction accepts Item, you should see Item options in the dropdown in that column. For projects, you can use the Customer dropdown in the dashboard to choose a project (i.e. sub-customer). Let us know if that helps o…