{"id":2293,"date":"2024-03-24T23:08:42","date_gmt":"2024-03-24T23:08:42","guid":{"rendered":"https:\/\/contentsnare.com\/help\/knowledge-base\/uncategorized-transactions\/"},"modified":"2024-04-16T10:23:32","modified_gmt":"2024-04-16T10:23:32","slug":"uncategorized-transactions","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/uncategorized-transactions\/","title":{"rendered":"Using Content Snare for uncategorized transactions"},"content":{"rendered":"\n

If you\u2019re a bookkeeper or accountant, and on the lookout for new ways you can use Content Snare, this is the article for you.<\/p>\n\n\n\n

It\u2019s no fun chasing clients for responses to uncategorized transactions. Here\u2019s how you can use Content Snare to make it easier.<\/p>\n\n\n\n

Some people like to split every transaction out into it\u2019s own question, but tables make it much faster to send out.<\/p>\n\n\n\n

Summary<\/h2>\n\n\n\n

Each step is detailed below, but here\u2019s a quick summary if you want to give it a go without reading everything below.<\/p>\n\n\n\n

    \n
  1. Add a table to your request<\/li>\n\n\n\n
  2. Set up the columns to match the unreconciled transactions report you get from your bookkeeping software<\/li>\n\n\n\n
  3. Lock the columns that clients shouldn\u2019t edit<\/li>\n\n\n\n
  4. Paste in the data from the report<\/li>\n<\/ol>\n\n\n\n

    The result will look something like this on your end:<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    On your client\u2019s end, they\u2019ll be able to see all the info and answer in the final column:<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Step 1: Set up a table<\/h2>\n\n\n\n

    When you\u2019re creating a request, add a table field, like this:<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Then set up your columns to match the unreconciled transactions report that you get from your accounting software.<\/p>\n\n\n\n

    It\u2019s important that the columns match up, so that you can easily copy and paste the data in.<\/p>\n\n\n\n

    If your report looks like this:<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    You might set up your table in Content Snare like this:<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Note that the Date, Description, Reference and Amount columns appear in the exact same order. You\u2019ll see why in a moment.<\/p>\n\n\n\n

    The first 5 columns are set as locked<\/strong>. This means that your client won\u2019t be able to edit the information in those columns. However, you can still paste in your queries.<\/p>\n\n\n\n

    Step 2: Save the section as a template<\/h2>\n\n\n\n

    At this stage, you may wish to save the section as a template called \u201cBookkeeping Queries.\u201d<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    That way, next time you want to add the same table to a request, you can add it quickly.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Step 3: Paste in your queries<\/h2>\n\n\n\n

    Now, you can paste in the queries directly from your spreadsheet. Copy the cells like this:<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Select the top left cell in Content Snare and paste them in:<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    Step 4: Add your comments and send<\/h2>\n\n\n\n

    In the \u201cTeam comments\u201d column, add any extra info you\u2019d like to provide your client, or any questions you would like to ask.<\/p>\n\n\n\n

    Then send the request like you normally would.<\/p>\n\n\n\n

    That\u2019s it!<\/p>\n","protected":false},"excerpt":{"rendered":"

    If you\u2019re a bookkeeper or accountant, and on the lookout for new ways you can use Content Snare, this is the article for you. It\u2019s no fun chasing clients for responses to uncategorized transactions. Here\u2019s how you can use Content Snare to make it easier. Some people like to split…<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"open","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1051],"ht-kb-tag":[],"class_list":["post-2293","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-bookkeepers"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2293","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=2293"}],"version-history":[{"count":3,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2293\/revisions"}],"predecessor-version":[{"id":2569,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2293\/revisions\/2569"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=2293"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=2293"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=2293"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}