Tutorials

Uncat on your mobile phone

When you get a notification from Uncat by email or text message, you can click on the Magic Link to go straight to your Uncat dashboard on your mobile phone. Uncat will open in your mobile web browser (e.g. Safari, Chrome) and you can update transactions and upload receipts from your camera roll or mobile phone files. Click Save Updates to sync your changes to your accountant and accounting software (e.g. QuickBooks Online, Xero, QuickBooks Desktop).

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Transcript

Hi there. This is a quick video showing you how Uncat works on a mobile phone. So Uncat will send notifications by email and optionally by text message.
And those notifications include a magic link. So this is showing an example of a text message that includes the magic link saying to a client that demo account is requesting additional information from you about uncategorized transactions.
So you can click that magic link and that's going to take you straight into your mobile browser. In this case, I'm on safari, on an iPhone.
It will also work on Chrome on an iPhone or Chrome on an Android or any other device. So you don't need to download an app.
You don't need to sign in at anything. It's going to take you straight into the app on your mobile web browser, and here you will see Uncat.
So this is the client dashboard for Acme, and it says the fields required by the firm or just the description.
So for this first expense from staples, it's inviting me to tap into description here, which I could do. And I can also click on this docs button and upload a receipt or other attachment.
So in this case, I would click on this drop-down and then I'd be able to choose a receipt or other attachment from my files.
I could take a new photo or I could choose an existing photo from my photo library. So when I'm done with all of that, and I've updated that transaction, let's say by putting in a description, let's say it was a paper supplies from staples.
Great. And I could scroll down to the bottom of the dashboard and I would click save updates, and that is going to sink in to the accounting platform.
And it's also going to send that transaction to the accountant or bookkeeper dashboard so that my accountant bookkeeper can review it and categorize it and save it into QuickBooks online or Xero or QuickBooks, desktop.
And that's it super easy. We hope you enjoy using Uncat for mobile. All right, bye.