Tutorials

Navigating the Uncat accountant dashboard

It's easy to see all your clients on one page in Uncat, and jump between clients from the type-ahead drop down menu.

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Transcript

Hi there. This is a quick video on how to navigate the Uncat dashboard. So first things first, you're going to see the first client that you have an Uncat list of here with their rows of transactions.
And as you scroll down, you'll see additional clients. So here's a second client and I can simply click to expand and view their rows of transactions here.
And so on. You can have as many clients as you want on this dashboard and we'll paginated them. So you can easily scroll through them.
At the same time, if you have a lot of clients and you want to jump to a specific client, you can tap in here.
You can choose a client from the dropdown. You can also type ahead. So if you want to jump to a specific client, you can type ahead and it will take you straight to that client in the dashboard.
All right. Super easy. Thanks for watching.