Knowledge Base and FAQ

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Knowledge Base and FAQ

Botkeeper Operating System

Botkeeper Operating System

The Botkeeper Operating System is a workflow management system for your CAS or bookkeeping practice.

Getting Started with BOS

What is the Botkeeper Operating System?

Can I be one of the first to use the upgraded BOS platform?

How quickly can I get my firm up and running on the Botkeeper Operating System?

Do Partners or Partner Clients need to perform updates as we launch new features in BOS?

When does my firm get the opportunity to move to the Botkeeper Operating System?

If I am an existing Botkeeper Partner, and I want to volunteer to move on to the Botkeeper Operating System first, who do I contact?

What if I don’t want to wait to hear from my Growth Partner on moving to the Botkeeper Operating System? Can I volunteer to be first?

Does the Botkeeper Operating System cost more than the standard Botkeeper platform and entities fees?

Will my existing clients notice a difference when my firm moves to the Botkeeper Operating System?

Is there a mobile app for the Botkeeper Operating System?

What general ledgers does the Botkeeper Operating System support?

How secure is the Botkeeper Operating System?

Will the feedback process change when BOS launches?

Where do I login into BOS?

How do I access the different BOS pages?

What isn't supported in BOS?

How is user setup/provisioning managed in Botkeeper Operating System (BOS)?

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Transaction Manager

Are there tasks automatically created for Transaction Manager work?

AutoPush

What is AutoPush?

What exactly does the ML technology predict for each transaction?

What is a "confidence level"?

How do I enable AutoPush?

When does AutoPush run?

Can AutoPush be used without a Smart Connect connection? Do all accounts need to be eligible for a client to use AutoPush?

Does a client’s bookkeeping frequency impact AutoPush?

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SmartConnect

I noticed the statement dates appear differently in Smart Connect in BOS, why did these change?

Does Smart Connect with AutoPush replace bank feed connections in QBO?

Notifications

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

What types of notifications have a digest option available?

Documents/Files

Is there a file size limitation for documents uploaded to BOS?

Can Partners/Clients upload documents to BOS without a task?

Work and Tasks

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?

How do I complete a task in BOS?

Are all tasks in BOS generated by Botkeeper?

Client Scoping

How do I scope my clients for Botkeeper services?

Portal Manager

How do I update my profile details?

How do I resend an invite if the user’s welcome email has expired?

How do I add a user to BOS and give them access to a client?

Business Insights

Am I able to schedule Business Insights reports?

Will I be able to create my own dashboard template?

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

Can I customize the Business Insights dashboard?