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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 is two-factor authentication (2FA)?

How do I set up the two-factor authentication (2FA) method?

How do I change the two-factor (2FA) authentication method?

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 add Botkeeper to Xero?

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?

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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

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 BOS

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?

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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

Automated Tasks | 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?

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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?

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Documents

Documents

Commenting on documents

Upload documents or images 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?

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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 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?

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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

How do I use Activity Hub?

Bot Review

How do I use the reports in Bot Review?