Help Center/Working in the App
14 articles

Working in the App

Answer transaction questions, leave comments, read reports, review payees, and manage day-to-day app work inside Uplinq.

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01
Transaction questionsGuide
Find your transaction questions, give Uplinq the context only you know, and understand how recurring patterns are reviewed.
2026-07-072 min02
Transaction question statuses
How transaction questions work, what Start and Open mean, and what happens after you answer.
2026-07-062 min03
Comments, answers, rules
When to answer a transaction question, when to leave a comment, and how recurring rules fit into Uplinq's review.
2026-07-062 min04
Reading your reports
Start here for Financial Overview, Profit & Loss, Balance Sheet, report periods, frequency, and why numbers can change.
2026-07-072 min05
Financial Overview
How to use Financial Overview for revenue, expenses, net profit, trends, and period drill-ins.
2026-07-072 min06
Profit & Loss report
How to read income, expenses, profit, report periods, expandable rows, drill-ins, and downloads.
2026-07-072 min07
Balance Sheet report
How to read assets, liabilities, equity, report periods, expandable rows, drill-ins, and downloads.
2026-07-072 min08
Report periods and frequency
How to choose the report date range, compare weeks/months/quarters/years, and use week start.
2026-07-071 min09
Why reports can change
Why Financial Overview, Profit & Loss, and Balance Sheet numbers can update while books are in progress.
2026-07-072 min10
Personal-card expenses
How to log business spending that ran through a personal or unlinked account so you don't lose the deduction.
2026-07-072 min11
Display & mobile
Switching between light and dark mode, and using Uplinq on your phone.
2026-07-062 min12
Multi-Entity Summary
What the multi-entity view is for, how to read it, and when to open a single company for more detail.
2026-07-061 min13
Payees and 1099s
How to use the Payees page, understand W-9 status, and review payee totals without turning it into tax advice.
2026-07-062 min14
Product updates
Where to see recent Uplinq improvements and how to understand what changed.
2026-07-071 min