Upload documents or images without a task

As a reminder, monthly close tasks appear in BOS on the 1st of each month.

If you upload a document for the monthly close prior to the 1st, you risk adding duplicate documents when the task becomes available. For this reason, it's best for you to wait for the task to appear on the 1st.

If the task still does not appear or you absolutely must upload the file, please navigate to Documents Tab and filter for the client you wish to upload a document for. In the top right, select "Add New", click on "New Folder". Create a Folder and upload the documents directly to this folder.

To easily identify documents uploaded prior to the close, we suggest you include the date ahead of the file name; for example, "021523 petty cash report". Please tag '@Accountant' in the comment section for each document. 


Upload documents or images without a task