Findings
Review bookkeeping issues across all clients
Open Findings (7)
High
suspense-account
Suspense Account Activity
1 transactions totaling $750.00 posted to Suspense
Tucson Coffee Cartdemo_gl.xlsx9/9/2026
High
uncategorized-expense
Uncategorized Expense Activity
1 transactions totaling $150.00 posted to Uncategorized Expense
Tucson Coffee Carttest_gl.xlsx9/9/2026
Medium
ask-my-accountant
Ask My Accountant Activity
1 transactions totaling $300.00 posted to Ask My Accountant
Tucson Coffee Cartdemo_gl.xlsx9/9/2026
Medium
missing-payees
Missing Payees/Vendors
3 transactions missing payee or vendor information
Tucson Coffee Cartdemo_gl.xlsx9/9/2026
Low
missing-memos
Missing Memos
2 transactions missing memo/description
Tucson Coffee Cartdemo_gl.xlsx9/9/2026
Low
round-dollar
Round Dollar Transactions
8 transactions with round dollar amounts (≥$100)
Tucson Coffee Cartdemo_gl.xlsx9/9/2026
Low
round-dollar
Round Dollar Transactions
1 transactions with round dollar amounts (≥$100)
Tucson Coffee Carttest_gl.xlsx9/9/2026