Transaction question statuses
How transaction questions work, what Start and Open mean, and what happens after you answer.
Transaction questions are the items Uplinq specifically needs you to answer. Go to Transactions > Questions and open the items that show as needing your input. Labels such as Start or Open are cues to review the prompt shown in Uplinq.
Transactions and Questions are different
The full Transactions list shows transaction activity. The Questions area shows the subset of items where Uplinq needs more information from you.
Use Questions when Uplinq asks you to clarify a payee, category, transfer, owner activity, loan, personal expense, or another transaction detail.
What Start means
When you see Start, it usually means Uplinq needs you to begin answering that item. It is your path to give Uplinq information for the transaction or group of transactions being reviewed.
Because the exact question can vary, read the prompt carefully before answering. If you are unsure, give the clearest context you have or contact your Uplinq team.
What Open means
When you see Open, treat it as a cue that the item may still need review, resolution, or additional context. That may be because Uplinq is waiting on your answer, reviewing what you submitted, or needs additional information.
If an item still looks Open after you answered, do not answer the same question repeatedly unless Uplinq asks. Your team may still be reviewing it.
What to include in a good answer
A useful answer usually includes:
- what the transaction was for;
- whether it was business or personal;
- whether it relates to an owner, loan, transfer, customer, vendor, or asset;
- whether it should be handled the same way in the future;
- any document or receipt Uplinq asked for.
Short, specific answers help your books move faster than vague answers like "business expense" or "miscellaneous."
What happens after you answer
Uplinq reviews your response and uses it to decide the next bookkeeping treatment. Depending on the item, that may mean updating the transaction or using your context for related activity.
It may also mean asking a follow-up question or deciding whether a recurring rule is appropriate.