LogicScript
Uncategorized Expense Coder
Suggests an account for each expense left in Uncategorized, checks every suggestion against the chart of accounts, sends the batch to the controller for approval, then reclassifies each approved line by journal entry. Unsure suggestions go to a person.
- Type
- LogicScript
- Systems
- QuickBooks Online
- Changes data
- Yes, after a confirmation. Results in the demo come from a Dry run, which lists each change and makes none.
- Run limits
- Up to $3 and 15 minutes per run
- Inputs
- Month — YYYY-MM. Blank = the most recent complete month.
See it run on real books.
The live demo is a read-only workspace with connected sandboxes. Click anything.