New Export Options Now Available in Uncat!
Managing your accounting data just got even easier! Uncat now offers enhanced export options, giving accountants and bookkeepers more flexibility in storing and managing their records.
What’s New?
Export Requests as CSV: Easily download document requests (such as W9s) in a structured CSV format, making it simple to track and organize your client interactions.
Export Receipts as ZIP: Quickly download all client-uploaded receipts in a ZIP file containing images or PDFs, ensuring seamless backup and archiving.
How This Helps You
Streamlined Data Management: Save your exported files to cloud storage platforms like Google Drive, Dropbox, or your firm’s internal systems.
Compliance & Audit Readiness: Keep a secure archive of client data for regulatory requirements and audits.
Greater Flexibility: Choose how you manage your data outside of Uncat, improving your workflow efficiency.
Clarification on Export Formats
Initially, we considered exporting both Requests and Receipts in ZIP format. However, we’ve refined the functionality:
Requests will be exported in CSV format, ensuring structured and easy-to-read records.
Receipts will remain exportable as a ZIP file, containing all uploaded images and PDFs.
Why This Matters
This update enhances Uncat’s usability and boosts its value for firms that require flexible data management. By giving you more control over how you store and access your records, Uncat continues to be the simplest and most powerful tool for accountants and bookkeepers.
Try the new export options today and streamline your document management like never before!
