Knowledge Base & Help Center

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Knowledge Base & Help Center

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

Where can I find outage or status updates?

What is Two-Factor Authentication (2FA)?

I am not receiving my verification code by text, how do I get help logging in to the portal?

What if my verification code doesn't work, how do I get help?

What if I can’t access my authenticator app?

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

What is the Botkeeper Operating System?

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

Do my clients or I need to perform updates as you launch new features in BOS?

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

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

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?

How secure is the Botkeeper Operating System?

What general ledgers does the Botkeeper Operating System support?

Will the feedback process change when BOS launches?

Where do I login into BOS?

How do I access the different BOS pages?

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

Are all of the same features/functionality going to be available in BOS?

What are the new features/capabilities available in BOS?

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

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?

What isn't supported in BOS?

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

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Transaction Manager

Can Transaction Manager be used without AutoPush

Is AutoPush required to take advantage of Matching functionality?

How does Matching in Transaction Manager benefit both Botkeeper and my firm?

What is Matching?

Which QBO transaction types are supported in Transaction Manager?

What is the frequency of task creation in Transaction Manager?

Is task creation automated in Transaction Manager?

Is Matching supported in Transaction Manager?

What new functionality will be added to Transaction Manager with Matching?

Are there tasks automatically created for Transaction Manager work?

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AutoPush

Can “low-confidence” transactions be reviewed by the Botkeeper team before they’re added to the GL?

Can “low-confidence” transactions be categorized to a placeholder account until the Botkeeper team has reviewed them?

Why are some transactions in the GL categorized incorrectly?

When transactions are categorized incorrectly, do I need to do anything?

What is the review process for AutoPush transactions?

When should I expect to see AutoPush enabled?

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

Can AutoPush be disabled after it is enabled?

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

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

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 I use AutoPush without a Smart Connect connection?

Does a client’s bookkeeping frequency affect AutoPush?

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SmartConnect

Does Smart Connect with AutoPush replace bank feed connections in QBO

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

Notifications

What types of notifications have a digest option available?

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

Documents/Files

What is Botkeeper's Document File Capacity?

Can my clients and I upload documents to BOS without a task?

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

Work and Tasks

How do I delete a task from a project?

How do I add a task to a project?

Can I create projects in BOS for non-Botkeeper projects and assign them to my clients?

Can I create project templates, projects and assign them for their clients’ non-Botkeeper projects?

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

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

Can I reassign the assignee on multiple tasks at one time in BOS?

Who can assign and view tasks to Botkeeper?

Are all tasks in BOS generated by Botkeeper?

How do I complete a task in BOS?

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?

What is Work?

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Client Scoping

Where do I find the Scoping Tool?

What is the Scoping Tool?

How do I scope my clients for Botkeeper services?

Portal Manager

My BOS platform doesn’t load after I enter my credentials, what should I do?

I am not receiving my two-factor authentication (2FA) verification code to my phone or authenticator app, how do I get help logging in to the portal?

What do I do if a user updated their email address, but didn’t receive the confirmation code email?

How do I deactivate a user from the BOS system when my firm is configured for single sign-on (SSO)?

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)?

When a new user is added to BOS via the SSO integration, what role and clients are they assigned to?

Will a new user added to the corresponding application in my firm’s Identity Provider be automatically added to BOS via the single sign-on (SSO) integration?

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

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

How do I update my profile details?

How do I resend an invitation if the user’s Welcome Email has expired?

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

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

What is Portal Manager?

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Business Insights

Can I customize the Business Insights dashboard?

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

Will I be able to create my own dashboard template?

Am I able to schedule Business Insights reports?

Password Manager

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

Will existing Password Manager credentials transfer to BOS?

What is Password Manager?