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Why am I receiving an uncategorized transaction report, but not receiving details as to why the transactions on the report were not categorized?
Uncategorized transactions aren't detailed in RWU. Most often, transactions on the report had illegible check details or no historical record or consistency for Botkeeper to reference.
Our Rapid Write-Up service is a limited service. Therefore it may not include some of the services you have become accustomed to with our monthly bookkeeping service. For example, the Collaborative Team Approach is not included in the Annual Rapid Write-Up or the Quarterly Rapid Write-Up service offering.
In lieu of this approach, we provide (where applicable) an Uncategorized Transaction Report. If your client has received this report as part of the output documents, it could be due to one or more of the following reasons:
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Illegible check details
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No historical record or consistency of transactions for Botkeeper to reference
Any adjustments required for the transactions listed in the Uncategorized Transaction Report will be the firm’s responsibility to action.