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Knowledge Base & Help Center

BOS Feature User Guide

BOS Feature User Guide

Embark on a journey to Botkeeper mastery with our clever, step-by-step guides designed to make you an expert in no time.

Getting Started

Beginning Setup

Getting Started with Botkeeper

What level of control do I have over my notification digest setup?

How do I update my profile details?

How do I upload a new logo or favicon for my firm?

How do I provide Botkeeper access to my Xero client?

How do I provide Botkeeper access to my clients' books (QBO/XERO)?

How do I add Botkeeper to Bill.com?

How do I add Botkeeper to 3rd party payroll providers?

How do I add Botkeeper to 3rd-party merchants?

How do I add Botkeeper to 3rd-party expense apps?

How do I provide Botkeeper access to my QBO client?

Botkeeper's QuickStart User Guide

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Your User Account

How do I change the user details shown in my user profile?

What is two-factor authentication (2FA)?

How do I change my Two-Factor Authentication (2FA) method?

What should I do if I have issues with my 2FA text message verification code?

What should I do if I have issues with my 2FA authenticator app verification code?

How do I set up my two-Factor Authentication (2FA) when my 2FA has been reset?

What should I do if I have issues with my 2FA authenticator app verification code?

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Security & SSO

Single Sign-On (SSO) Integration and Data Security

Two-Factor Authentication (2FA) with Botkeeper

Navigating BOS

Botkeeper's Navigation Bar

Settings and Notifications

Profile Settings

Firm Details and Branding

Additional Banner Types

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User Access Permissions

Deactivate and Reactivate Users

Understanding Botkeeper Platform Permissions

Managing Users

User Setup in Botkeeper Operating System

How do I delete an invitation to a new user in BOS?

View current users by status

Adding Users to Botkeeper

Work

Organizing Projects Using Filters

Create projects in BOS for non-Botkeeper projects and assign them to my clients

We have A LOT of clients and tasks in the system, how do I ensure that I’ve completed all tasks I’m responsible for?

Deleting Tasks

Add a Task to a Project

Reassign task from one staff person to another in BOS

Reassigning assignees on multiple tasks at one time

What is "Work," and how do I find it?

Are all tasks in BOS generated by Botkeeper?

How do I add a new task?

Completing Tasks

Reassign Tasks

Delete a Project

Can I see all aspects of Botkeeper’s services via a project in BOS?

What types of notifications have a digest option available?

What do I do if I have a task I can’t close?

How do I create a Project from a Project Template?

How do I delete a Project Template?

What recurrence options are available in the Projects feature?

How do I change the due date on a task?

What auto-generated tasks might I find in Work?

Automated Tasks

What is the difference between the Upload & Save and Upload & Complete buttons seen in some portal tasks?

How do I create a project template?

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Transaction Manager

Transaction Manager

QBO transaction types | Transaction Manager

Xero transaction types | Transaction Manager

Add transactions to the GL | Transaction Manager

Confidence levels | Transaction Manager

Matching | Transaction Manager

Comments | Transaction Manager

Add or Update Payee or Category | Transaction Manager

Approve a transaction | Transaction Manager

Editing Transactions | Transaction Manager

Resetting Transactions | Transaction Manager

Excluding transactions | Transaction Manager

Can Transaction Manager be used without AutoPush?

How do I match a transaction?

How do I add a new account to my clients’ chart of accounts in Botkeeper?

How do I export Transactions from Transaction Manager?

Why don’t I see any transactions when I launch Transaction Manager from my Outstanding Transactions task?

Why don’t I see my payee or category listed in Transaction Manager?

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AutoPush

What is AutoPush, and how does it work?

How do I enable AutoPush?

When should I expect to see AutoPush enabled?

Can AutoPush be disabled after it is enabled?

What is the review process for AutoPush transactions?

I noticed that AutoPush is disabled in the Configurations tab of Transaction Manager. How do we enable it?

When does AutoPush run?

Can I use AutoPush without a Smart Connect connection?

Does a client’s bookkeeping frequency affect AutoPush?

For a client to use AutoPush, do all accounts need to be eligible?

Do bank feeds connected in the accounting system need to be disconnected to use AutoPush?

How do I find and use AutoPush configurations?

Why don’t I see AutoPush working as of my client’s start date?

Why do I have to disconnect my general ledger bank feeds when AutoPush is enabled?

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Manual Push

Manual Push | Transaction Manager

Portal Manager

What is Portal Manager?

View current clients by statuses

How do I make changes to my firm details or branding?

Is there a limit to the number of users within Portal Manager?

How can I know if a user is already assigned to an entity when adding them to a new one in Portal Manager?

How can I find out who has been invited to the portal?

What are the role types in Portal Manager?

How do I reset a user’s Two-Factor Authentication (2FA)?

How do I view the scope of service package for my client in the portal?

What is the Chrome Extension, and how do I use it?

How do I connect my client’s general ledger to their client portal?

How can I delete a terminated client's data from the system?

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Documents

Documents

Commenting on documents

Can I upload a document or image without a task?

View a document in a file

Download or share a file or folder

Use task banners to upload documents

What kind of file types can I upload to Botkeeper?

How do I delete a Custom Folder from the Documents module?

How do I upload a new version of a document?

How to upload one or more folders to the main (parent) level of the document module

How can I bulk download my client’s documents from the Portal?

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Smart Connect

What is Smart Connect, and how do I find it?

What financial institutions are supported in Smart Connect?

How do I resolve a "Connection Requested" card within Smart Connect?

How do I connect a new bank or credit card in Smart Connect?

How do I request a financial institution connection within Smart Connect?

How do I manage or update a financial institution/bank/credit card connection?

What are the connection types in Smart Connect?

What are the different types of banners in Smart Connect?

How do I delete a financial institution connection in Smart Connect?

What is a financial institution card, and how can I see them?

What is an aggregate card in Smart Connect?

How do I find more details for a financial institution in Smart Connect?

Why can I get statements for some institutions and not for others?

Where can I find transactions and statements for an account?

Can I connect my clients' bank accounts to Botkeeper?

Does Smart Connect with AutoPush replace bank feed connections in QBO

Do I need to link my client's bank accounts with the platform?

What do I need to do when I get the message "Disconnected - User Action Required" on a bank or credit card in Smart Connect?

What is Smart Link, and how do I use it?

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Password Manager

A banner appeared in Password Manager, what does it mean?

What is Password Manager, and how do I find it?

How do I request credentials from a client to be stored in Password Manager?

How do I add client credentials in Password Manager?

Does Password Manager auto-generate tasks? And what are they?

Is there a limit to the number of passwords in Password Manager?

What is Password Manager?

Will existing Password Manager credentials transfer to BOS?

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Business Insights

What is "Business Insights," and how do I find it?

How do I adjust a dashboard date range in Business Insights?

How do I edit a dashboard widget in Business Insights?

How do I add a new dashboard widget to Business Insights?

How do I share a dashboard in Business Insights?

How do I export a Business Insights dashboard?

Will I be able to create my own dashboard template?

Can I customize the Business Insights dashboard?

Can you share Business Insights dashboards with clients that aren’t in the platform?

Am I able to schedule Business Insights reports?

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Scoping Tool

Introduction to the Scoping Tool

How to scope a new client

Search for a Scoped Client

Filter scoped client by status

How do I scope an additional bank account or loan when my client is already in ongoing service?

How do I terminate a client?

How do I cancel a client termination?

How do I change an entity/client name?

Making Scope Changes, after a client has already been accepted into Ongoing Services

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Integrations & Compatibility

What's the difference between Botkeeper and QuickBooks?

Which payment processors does Botkeeper connect with?

How does Botkeeper work with client entity 3rd-party applications?

Working with Zapier

Communication

Communicating with Botkeeper

Transaction Insights

Transaction Insights

Activity Hub

Using Activity Hub

Bot Review

How to use Bot Review

Bot Review | Working with Transactions

What are the exception types that Bot Review manages?