Transaction questions
Find your transaction questions, give Uplinq the context only you know, and understand how recurring patterns are reviewed.
As your bookkeeper works through your transactions, a few will need your input. For example, only you may know that "Quick Stop" was fuel or that a transfer went to your personal account.
Uplinq surfaces these as questions for you to answer. Answering them is the main thing we'll ask of you during onboarding, and it's quick.
Open Transactions, go to Questions, and answer the items Uplinq shows as needing your input. Labels such as Start or Open are cues to open the question and review the prompt.
Where to find your questions
Open Transactions, then open the Questions view. You may see a list with the payee or pattern, transaction count, status, account, and payee.
The action may say:
- Start when Uplinq may need your review to begin;
- Open when the question may still be part of the review flow.
What a question is asking
Transaction Questions usually ask how Uplinq should treat a transaction pattern.
You may be asked to:
- choose the right category;
- confirm or change a payee;
- say that similar transactions should be handled the same way;
- flag the transactions for you to categorize;
- say that you are not sure and need to discuss it.
How to answer
When you open a question, choose the option that best matches what you know.
Common options include:
- Always categorize them as: choose the category, and add or confirm the payee if needed.
- Flag them for me to categorize. Use this when you want the transactions left for your direct review.
- Neither, let's talk about it. Use this when the pattern is not clear enough to answer.
If the category you want is not available, choose the closest safe path and add a comment with the exact context.
Requesting a category that doesn't exist
If the category you want is not in the list, do not hunt for a perfect match. Add a comment, for example:
- "Please review for Trailer Transportation."
- "This is materials for customer jobs."
- "This vendor can be either personal or business, depending on the purchase."
Your bookkeeping team can review the right treatment.
Some answers help Uplinq apply the same treatment to matching activity. That does not mean every future transaction should be ignored. If the facts can change, add context so the bookkeeping team can review it correctly.
Why answering matters
Every answer gives Uplinq information only you may know. Early in onboarding, you may have more questions because Uplinq is learning your business and cleaning up historical activity.
As questions are answered, recurring patterns become clearer and reports become more useful. If a transaction sits unclear with no comment, your bookkeeper may not have enough information to finish it.
You cannot directly re-categorize every transaction yourself, but you can leave a comment asking Uplinq to review it. Here's why it works that way: Comments, questions & rules.