Tutorials

The email you receive when your clients have updated transactions in Uncat

Here is a quick preview of the email you receive as an accountant or bookkeeper when your clients have updated transactions in Uncat. Simply click the Magic Link to go straight into Uncat to review and categorize the transactions.

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Transcript

Hi. This is a quick example of an email that you would receive as an accountant or bookkeeper. If you have clients that have updated transactions and Uncat, so it will simply tell you how many transactions have been updated and which clients did the updating.
So in this case, super simple Acme updated too, but you might get an email that says you have 57 updated transactions across seven clients. This one did nine, this one did three, et cetera. So that's the reminder that you'll get, and you can just simply click on the Uncat dashboard link. That's a magic link. It'll take you straight into the dashboard where you can view, review and categorize the transactions. All right. Thanks.