Comments, answers, rules
When to answer a transaction question, when to leave a comment, and how recurring rules fit into Uplinq's review.
Answer a question when Uplinq asks for a specific response. Leave a comment when extra context would help. Recurring rules are for patterns Uplinq can apply again, but your bookkeeping team still reviews the right treatment.
Use an answer when Uplinq asks a direct question
If Uplinq asks you a structured question, answer it there. That keeps your response connected to the transaction or group of transactions Uplinq is reviewing.
Examples:
- what a payee is;
- whether a transaction was business or personal;
- whether something was a transfer, loan, owner draw, or owner contribution;
- which category best fits a recurring vendor;
- whether similar transactions should be treated the same way in the future.
Use a comment for extra context
Use a comment when the transaction needs explanation that does not fit neatly into the answer.
A good comment might say:
- "This was for the June equipment rental."
- "This was personal and should not be included in business expenses."
- "This transfer was between our business checking and savings accounts."
- "This vendor is for materials on customer jobs."
Comments are also useful when you are asking Uplinq to review something that has already been categorized.
How rules fit in
Rules help Uplinq handle recurring patterns more consistently. If the same payee or transaction type should usually be handled the same way, say that in your answer or comment.
Your bookkeeping team may use that context when reviewing related activity or deciding whether a recurring rule is appropriate.
Do not use a rule request to force a category when the facts may change. If a vendor can be used for different purposes, add context so Uplinq can review the transaction correctly.
When to ask instead of guessing
If you are not sure, say what you know and what you are unsure about. A partial answer with honest context is better than a confident guess.
Helpful context includes:
- what the purchase was for;
- who it relates to;
- whether it was one-time or recurring;
- whether it connects to a document, loan, asset, payroll, merchant processor, or owner activity.
What happens next
Uplinq reviews your answer or comment and updates the bookkeeping treatment as needed. If more information is required, you may see another question or request.