- Knowledge Base & Help Center
- AI UNCHAINED Conference
- Health and Safety
-
FAQs
-
Troubleshooting & Support
-
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
- 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
-
BOS Feature User Guide
- Getting Started
- Your User Account
- Security & SSO
- Navigating BOS
- User Access Permissions
- Managing Users
- Work
- Transaction Manager
- AutoPush
- Manual Push
- Portal Manager
- Documents
- Smart Connect
- Password Manager
- Business Insights
- Scoping Tool
- Integrations & Compatibility
- Communication
- Transaction Insights
- Activity Hub
- Bot Review
-
Accounting Partner Resources
-
AI UNCHAINED Conference
-
Product Updates & Release Notes
What is the AI UNCHAINED event COVID policy?
What safety and COVID measures are in place at the venue?
- At the time of this FAQ, all attendees must show proof of vaccination or a negative test before entering the event space. If you arrive at the venue without any proof of vaccination (card or digital pass), or negative test results (conducted in the last 24 hours for an antigen test, or 48 hours for a PCR test), you will be asked to return with proof.
- The Westin will follow the most recent guidelines, face coverings are recommended but not required. Our venue, however, does require face coverings in certain areas so we ask that you have one on your person at all times.
- When moving around the venue, please be mindful of others around you and make use of the sanitation points in high-traffic areas (theaters, catering, etc.).