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FAQs
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Troubleshooting & Support
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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
- Autonomous AP Processing | Advanced Services
- 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
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BOS Feature User Guide
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Accounting Partner Resources
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AI UNCHAINED Conference
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Strategic Partners
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Product Updates
How do I add a new task?
To add a new task click the “Create New Task” Button in the top right corner.
To add a new task click the “Create New Task” Button in the top right corner. Fill out the details, due date, and assignee. Select the task type from one of the following options: Document Request - Specified, Document Request - Unspecified, Financial Institution Connection Request, Custom (Other), or Password Credential Request. Once done, click the “Create” button on the lower-right side.