How does Botkeeper handle Advanced Payroll Categorizations?

When you use Botkeeper, we handle your client payroll transactions according to the payroll schedule either through provider integration or journal entry.

When you use Botkeeper, we handle your client payroll transactions according to the payroll schedule either through provider integration or journal entry. As you scope your client using our Partner Scoping tool, we will ask you to provide these details.

• When a Payroll integration is established:
  • We'll ensure that the synced journal entry matches the Bank Feed.
  • In case of any sync issues, Botkeeper will notify the firm and request them to update the task in the portal once the sync is established again. 
• In the absence of a Payroll integration:
  • We will book the journal entry based on reports from the portal task and historical transactions.
  • Alternatively, if the partner provides the necessary payroll credentials, we will manually pull payroll reports to book the journal entry.
  • Our team will also categorize payroll check splits and ensure that the accrual-based date alignment is correct for after-the-fact transaction recording.
  • If you want to include this service offering as part of your client's scope of service, you can turn it on using our Partner Scoping Tool.