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Stop herding (un)cats!

  • Accountant
  • CPA/ABV
  • CPA/CFF
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • IAP
  • QIAL
  • CIPM
  • CBA/MCBA
  • FPAC
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

When you see an entry on the Invoice Payments Report show as "uncategorized", it means that the line items were aggregated on this bill. The line items lose the distinction between being a Time or Expense entry which makes the Activity type "uncategorized" instead of being a Service or Expense.

Uncategorized transactions, by definition, are hard to pin down. For this reason, we see the bulk of uncategorized transactions coming from places that sell a wide variety of things. Where stores like a florist or a mechanic may be more self-explanatory, the most common vendors for uncategorized transactions offer products or services that are ambiguous; think of all of the things you could buy with $300 on Amazon—and all of the reasons you would need those things. It can quickly get confusing to keep up with, for both bookkeepers and their clients, which is where Uncat comes in to help save the day.

Want to save time and streamline the process of your uncategorized transaction?

Join Uncat.

Built by accountants and bookkeepers, Uncat makes it easy to resolve uncategorized transactions with your clients. It gets information about uncategorized transactions back from clients faster and synced with your accounting software. Clients simply click a Magic Link to add descriptions and attachments to uncategorized transactions. Clients don’t need to install any apps or even remember a password. Uncat is probably the easiest app you and your clients will ever use.

In this online CPE webinar, we will review various methodologies for categorizing uncategorized transactions using Uncat. We will discuss how to streamline the process of your uncategorized transaction.

Learning Objectives

  • To explain what is uncategorized transactions.
  • To identify methodologies for categorizing uncategorized transactions using Uncat.
  • To discuss how to delight your clients with a Magic Link and automatic notifications.
  • To explain how to update transactions across all your clients from one screen.
  • To explore how to customize sync settings and notifications for any client.

Recommended For

  • The Online Continuing Education Webinar is recommended for CPA, CMA, CIA, QIAL, IAP, CFE, CVA, ABV, CBA/MCBA, CGFM, FPAC, CFA, CIPM, CFF, CFIRS, CWS, Accountants, senior accountants, Business owners, and other accounting professionals interested in learning how to save time and streamline the process of an uncategorized transaction using Uncat.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit for Certified Financial Forensics (CFF)
  • 1 CPE Credit for Certified Fraud Examiner (CFE)
  • 1 CPE Credit for Certified Government Financial Manager (CGFM)
  • 1 CPE Credit for Certified Internal Auditors (CIA)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CPE Credit for Internal Audit Practitioner (IAP)
  • 1 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 1 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 1 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CPD Credit for Accredited in Business Valuation (ABV)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Brandon Bruce

Co-Founder & CEO, Uncat

Brandon Bruce is a software entrepreneur. He was previously COO & Co-founder of Cirrus Insight which was #41 on Inc. 500 list in 2016. Brandon loves talking with accounting professionals and making software that delights accountants, bookkeepers, and clients. He’s our CEO.

About Company

Uncat

uncat.com/

Uncat helps thousands of accountants and bookkeepers resolve uncategorized transactions with their clients every month.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.6

46 Ratings

Excellent

33

Very Good

9

Average

3

Poor

1

Terrible

0

DS

Dale Scrimger, CPA (US)

May 26th, 2022

Great examples. And I learned a lot.

DC

Devin Cavanaugh, CPA (US)

May 26th, 2022

great topic

JJB

Joetta J Buell, EA

May 30th, 2022

These are the best webinars around. I learn alot from all of them, and always get at least one piece of information that I am looking for.

EP

Enrico Palage, CFE

May 26th, 2022

Great quality

TT

Terri Tindall, Accountant

May 26th, 2022

This was a well-presented webinar. The program he was showing was not compatible with the accounting software my firm uses so it was not applicable to me or my job responsibilities.

Stop herding (un)cats!

FREE

1 Credit

Subject Area

Accounting

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