AutoPush

Does a client’s bookkeeping frequency affect AutoPush?

Nope, your frequency remains the same!

Once enabled, AutoPush will run daily regardless of a client’s bookkeeping frequency (daily, weekly, monthly). Our BotOps team will continue to review the low and medium confidence transactions based on the client’s bookkeeping frequency. Once that review is complete, the team assigns the remaining transactions needing clarification to either the partner or client in Transaction Manager.