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 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?

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Transaction Manager

Are there tasks automatically created for Transaction Manager work?

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

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

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?