Knowledge Base & Help Center

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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

How do I begin setup?

How do I log in?

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?

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Security & SSO

How secure is the Botkeeper Operating System?

How do I enable Two-Factor Authentication (2FA) in BOS?

Will my firm’s clients be able to use the single sign-on (SSO) integration to access BOS?

Does the single sign-on (SSO) integration to BOS include Two-Factor Authentication (2FA)?

Can my firm connect to the Botkeeper Operating System via single sign-on (SSO) integration?

What is Two-Factor Authentication (2FA)?

Who is required to enable Two-Factor Authentication (2FA)?

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Navigating BOS

Transaction Insights

How do I use the left-hand navigation?

Where do I find my notifications and notification settings, and what are they?

How do I access my profile settings?

Where do I find my firm details and branding?

How do I access the different BOS pages?

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User Access Permissions

Deactivate and Reactivate Users

What permissions and access does my user type have in BOS?

Managing Users

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?

Who can assign tasks to Botkeeper, and who can view them?

Deleting Tasks

Add a Task to a Project

Can I reassign the assignee on a task from one staff person to another in BOS?

Upload documents to BOS without a task

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?

How do I complete a task?

Reassign Tasks

Delete a Project

What is Work?

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

What types of notifications have a digest option available?

How do I complete a task in BOS?

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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?

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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?

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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?

How do I scope a new client?

How do I search for a scoped client?

Filter scoped client by status

Is there a limit to the number of users within 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

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Smart Connect

What financial institutions are supported in Smart Connect?

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

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

How do I connect a new financial institution in Smart Connect?

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

How do I manage/update a financial institution 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?

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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

Where do I find the Scoping Tool?

What is the Scoping Tool?

How do I scope my clients for Botkeeper services?

Integrations & Compatibility

Which payment processors does Botkeeper connect with?

Does Botkeeper integrate with QuickBooks?

Communication

Communicating with Botkeeper