Request new features and vote for features you want to see.
Uncat is an application that thousands of accountants and bookkeepers use to fix uncategorized transactions in with their clients. It syncs with QuickBooks Online, Xero, and QuickBooks Desktop.
If you request a new feature, we'll review it and then post it so that the community can vote and comment.
You can also vote and comment on features you want to see.
If you request a new feature, we'll review it and then post it so that the community can vote and comment.
You can also vote and comment on features you want to see.
Request Statements
I would like to set up an auto request for statements every month with Uncat. This could just be a line item where they upload their monthly bank, credit card, ...
Pinned
Done
Filter, not just sort
Ability to filter, not just sort data... such as, being able to filter by date, or vendor, etc.
Pinned
Planned
Allow Clients to see what they have already submitted and/or edit them
Maybe a client wasn't sure what they entered, maybe they did it wrong. Give them a second tab behind what they are working on to see what they already submitted. ...
Pinned
Planned
Ability to add non-transaction questions or tasks
It would be nice to have a section where we could have brief communication with our clients about things not tied to a particular transaction. If links and files ...
Pinned
Done
Bring up dashboard with clients collapsed
When I navigate to the dashboard, the first client appears with all the transactions visible and I have to click the drop down arrow to close it. I would prefer to ...
Pinned
Done
Pre-Send transaction/document and Code in Uncat
I'd love to see the ability for a client to send a transaction, notes, and coding to Uncat before it comes through in QBO. For example, if I write a check, it would ...
Pinned
Under consideration
More flexible cadence for notifications
One client wanted biweekly notifications, another wanted monthly on Fridays (i.e. 2nd Friday of the month) and neither were available. Every X Weeks, or every X'th ...
Pinned
Under consideration
Accountant Notifications
We don't want the Accountant user to receive emails regarding updated transactions, but we still want SOME notifications, like when accounts are connected or removed ...
Pinned
Under consideration
Option to see only Uncat transactions in "View Categorized Transactions"
On the "View Categorized Transactions" page, I only want to see the transactions that were completed in Uncat. Currently ALL categorized transactions are shown (i.e. ...
Pinned
Planned
Integrate with Zoho Books
Zoho Books is another accounting program that is gaining ground. Having uncat as the universal part the client sees allows us to make accounting software changes ...
Pinned
Under consideration
Option to Record Transactions to Product/Services Items
I have some clients that use Products/Services items for cost coding expenses within QBO. It's necessary for tracking job costs and project budgeting purposes. This ...
Pinned
Done
Specify client required items per line item versus all or nothing
If we could specify for each line item that would be helpful. Sometimes clients have already sent us a receipt or we don't need them to assign something for one case ...
Pinned
Planned
I want my team to see Dashboard Notes
We deal with a lot of numbered companies. I used the Dashboard Note to have the main shareholder name visible, but only clients see that. I need to either have the ...
Pinned
Done
List just the checks that need to be categorized and Payee entered
List alphabetically, or some other way to get all the checks together
Pinned
Planned
Split expenses between two or more accounts
I want to be able to split expenses between two or more accounts (aka categories) in Uncat.
Done
Let me set it all up before email goes out to client
I recently set up a new client and the workflow made me enter the client's email address right at the beginning (if I'm remembering correctly). I wasn't ready for ...
Done
Add Projects as a field to select for coding
Our construction/nonprofit/those who need costing use projects extensively and it would be helpful to allow our teams to select the proper project inside uncat to ...
Done
Customize Outgoing Email
The notification email going out to the client is impersonal. Add the option to customize the email so the client picks the email out as not just a notification from ...
Not planned
Month End Review Option
Have month/quarter end report option where all accounts that have transactions for that period are populated. Client can review and make any changes. For our firm ...
Planned
Update both the Description & Memo fields
It would be helpful if Uncat would update both the Description & the Memo fields on QBO transactions.
Planned
Block client from choosing a Parent Account instead of the appropriate Sub-account.
I'm not seeing how to do this. When I put the Parent Account on the Exclude Accounts from Category List, it appears to also exclude the Sub-Accounts. I'd prefer the ...
Planned
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.
Done
Mobile Accessibility
From a mobile device, scrolling through the category/ item is difficult. Consider changing mobile site to make scrolling easier From a mobile device, scrolling ...
Done
Choose which fields the client can see specifically within superpower
Sometimes I'd like a client to have "Superpower" in regard to maybe I need them to add class along with description/receipts. But I still don't want them to see/add ...
Done
Add Tags as an entry for users
I use Tags alot. (For those of you who don't....try it out!) I would love the option for the client user to be able to add tags but it would be fine if I am the one ...
Not planned
Display vendor information from QuickBooks Online in Uncat
Allow me to see information about Vendors from QuickBooks Online for expenses in Uncat.
Done
Track how clients respond to notifications
Keep track of how many notifications a client has received and how they act on reminders.
Done
Additional Save Button
Add an additional Save button at the top of the dashboard so if you are working with lots of transactions you don't have to scroll to the bottom each time you want to ...
Done
Missing receipts or bills
Is there a way to upload a list of missing bills or receipts? Sometimes instead of not knowing what a transaction is for, I have need to let my client know what ...
Done
Iframe embed by client
Us and other firms are beginning to use our own portals for clients, having the ability to embed this into our existing site or "client portal" would be a game changer.
Not planned
Filter/sort dashboard
It would be nice to be able to filter/sort the dashboard by clients with Uncats open versus clients that have already completed their Uncats. That way I can see ...
Planned
Display the client notes at beginning of description in QB rather than at the end
When a client adds a note in the blank description box in uncat. it sync's into QB by adding their note to the END of the bank description. This makes it very hard to ...
Not planned
Modify Table View to preferred fields
My original request would be to be able to modify the Customer and "Billable" fields from a table view. But ultimately, I think it would be more helpful if we could ...
Done
Customer
i want my client to be able to categorize each transaction for each customer on the dashboard, same way they would choose the category for expenses.
Done
Unique Notification Email (for accountant users) for each client when updates made
We would love to be able to have a notification email go to a specific bookkeeper (or slack channel email address) when a client makes updates!
Done
History or view of client interaction
please add a history of activity with each client so we can see dates and activity and when/if client viewed, when reminders/notifications were sent, etc.
Done
bulk class update
I see the ability to add a class to EACH individual transaction one by one which can be time consuming; it would be great to have a bulk class change option as well.
Done
Class/Location Option
Better if the dashboard also an option of class and location in Xero and Quickbooks
Done
Split expenses between two or more Customers/Projects
Uncat can split a transaction by Category or by Class. Please expand feature this so that expenses may also be split by Customer. For example, a single purchase of ...
Planned
Add reference Number (check/bill/etc) to dashboard and make it editable
Sometimes it's necessary for the client to know the check/bill number the question is about. We also code items in our software with a reference of "NR" to indicate ...
Planned
Send client email multiple times a week or month
Option to send notice to client to categorize items multiple times a week or month.
Done
I want to fix bills in Uncat
I'd like Uncat to support bills that are in the uncategorized expense account.
Done
Add a vendor to QuickBooks Online from Uncat
Allow me to create a Vendor in QuickBooks Online from Uncat.
Done
"Attachment" Toggle Color Coding
The ability to feed transactions without an attachment into UNCAT from QBO with color differential from other transactions requiring GL coding clarification. EXAMPLE: ...
Planned
"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.
Done
Pull receipt image from QBO
I'd love for the image to pull from QBO so the client can easily see it in Uncat without leaving. My clients send all receipts/invoices to Dext, I publish them to QBO ...
Done
Add the option to require the client to select a class
We work in the real estate investor field and we must have every expense and deposit to be classified under the property. Can you please add a feature where the ...
Done
Number of Years
Allow the software to pull in multiple years, not just a rolling 12 months. We do a lot of clean-up and set-up work and therefore, we need to be able to send clients ...
Done