Accounting owner: flag Uncat expenses for quick review

Owners reconciling books miss expenses labeled Uncat, causing reconciliation gaps. Create review entries and notify owner and bookkeeper so uncategorized transactions are flagged before month-end.

Overview

Uncategorized expenses create reconciliation gaps and audit exposure for small accounting firms. This workflow captures every Uncat expense into a central review table and alerts the owner and bookkeeper, ensuring transactions are flagged for month-end reconciliation and preventing missed follow-ups.

Notable Features

Create centralized review entries
Notify owner and bookkeeper
Tag transactions for easy triage