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Botkeeper Feature User Guide
FAQs
What is Botkeeper?
What does Botkeeper Include?
Pricing and Packaging
Botkeeper Service
General
Rapid Write-Up
Troubleshooting & Support
Introduction to Botkeeper Support
Troubleshooting
Standard Operating Procedures & Policies
Transaction Categorizations | Basic Services
Schedule Maintenance with Month End Journal Entry | Basic Services
Payroll Journal Entries | Basic Services
Simple Month End Journal Entries | Basic Services
Bank & Credit Card Reconciliation | Basic Services
Standard Monthly Report Package
Month-End Close | Basic Services
Monthly Close Timing and Required Information
Applying Payments to AR Invoices | Advanced Services
Class & Department or Project/Job Tracking | Advanced Services
Payroll Categorizations | Advanced Services
Accounts Payable
QBO W-9 Form Request | Advanced Services
3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
Monthly Standard Invoicing | Advanced Services
Enhanced Ongoing Report Support | Advanced Services
3rd Party Inventory Reconciliation | Advanced Services
Rapid Write Up Procedures
Botkeeper Feature User Guide
Getting Started
Your User Account
Security & SSO
Navigating BOS
User Access Permissions
Managing Users
Work
Transaction Manager
AutoPush
Manual Push
Client & User Management (formerly Portal Manager)
Documents
Smart Connect
Password Manager
Scoping Tool
Integrations & Compatibility
Communication
Transaction Insights
Activity Hub
Auto Bank Rec
Bot Review
JE Automation
Close Tracker
Accounting Partner Resources
Custom Branded Pricing Pages
AI UNCHAINED Conference
General Questions
Hotels and Lodging
Meals and Entertainment
Sponsorship
Cancellation Policies
Transportation
Product Updates & Release Notes
What's New? | Botkeeper
Back to home
Knowledge Base & Help Center
Botkeeper Feature User Guide
FAQs
What is Botkeeper?
What does Botkeeper Include?
Pricing and Packaging
Botkeeper Service
General
Rapid Write-Up
Troubleshooting & Support
Introduction to Botkeeper Support
Troubleshooting
Standard Operating Procedures & Policies
Transaction Categorizations | Basic Services
Schedule Maintenance with Month End Journal Entry | Basic Services
Payroll Journal Entries | Basic Services
Simple Month End Journal Entries | Basic Services
Bank & Credit Card Reconciliation | Basic Services
Standard Monthly Report Package
Month-End Close | Basic Services
Monthly Close Timing and Required Information
Applying Payments to AR Invoices | Advanced Services
Class & Department or Project/Job Tracking | Advanced Services
Payroll Categorizations | Advanced Services
Accounts Payable
QBO W-9 Form Request | Advanced Services
3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
Monthly Standard Invoicing | Advanced Services
Enhanced Ongoing Report Support | Advanced Services
3rd Party Inventory Reconciliation | Advanced Services
Rapid Write Up Procedures
Botkeeper Feature User Guide
Getting Started
Your User Account
Security & SSO
Navigating BOS
User Access Permissions
Managing Users
Work
Transaction Manager
AutoPush
Manual Push
Client & User Management (formerly Portal Manager)
Documents
Smart Connect
Password Manager
Scoping Tool
Integrations & Compatibility
Communication
Transaction Insights
Activity Hub
Auto Bank Rec
Bot Review
JE Automation
Close Tracker
Accounting Partner Resources
Custom Branded Pricing Pages
AI UNCHAINED Conference
General Questions
Hotels and Lodging
Meals and Entertainment
Sponsorship
Cancellation Policies
Transportation
Product Updates & Release Notes
What's New? | Botkeeper
Botkeeper 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
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 Quick Start User Guide
Activating Your User Account
See more
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?
How can I see help tickets my team has submitted to Botkeeper?
See more
Security & SSO
Single Sign-On (SSO) Integration and Data Security
Two-Factor Authentication (2FA) with Botkeeper
If I add a new user to SSO, will they be automatically added to Botkeeper?
Navigating BOS
Botkeeper's Navigation Bar
Settings and Notifications
Profile Settings
Firm Details and Branding
Additional Banner Types
See more
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 are "Task Watchers?"
What is the difference between the Upload & Save and Upload & Complete buttons seen in some portal tasks?
How do I create a project template?
How do I edit tasks in Projects?
How do I edit project details?
See more
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?
Why can't I see Transaction Manager, Transaction Insights, or Bot Review?
How do I split transactions?
How can I see when Botkeeper last synced with the GL?
See more
AutoPush
What is AutoPush, and how does it work?
How do I enable AutoPush or ManualPush?
Can AutoPush be disabled after it is enabled?
What is the review process for AutoPush transactions?
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?
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?
See more
Manual Push
Manual Push | Transaction Manager
Client & User Management (formerly Portal Manager)
What is Client & User Management?
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 Client & User Management?
How can I know if a user is already assigned to an entity when adding them to a new one in Client & User Management?
How can I find out who has been invited to the portal?
What are the role types in Client & User Management?
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 (Infinite-only)?
Assigning and Editing Point-of-Contact (POC) Details
How do I find Client Details in Client & User Management?
How do I add a client?
See more
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?
How to move or delete files and folders - Infinite only
See more
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 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?
Bank Connection Best Practices
How do I change a Smart Connect account owner?
See more
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?
See more
Scoping Tool
Introduction to the Scoping Tool
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
After I scope & deploy a client how long before the Deployment Tasks are assigned/seen?
See more
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
Auto Bank Rec
What is Auto Bank Rec and how do I use it?
Bot Review
How to use Bot Review
Bot Review | Working with Transactions
What are the exception types that Bot Review manages?
JE Automation
What is JE Automation?
Close Tracker
What is Close Tracker?