- Knowledge Base & Help Center
- Troubleshooting & Support
- Introduction to Botkeeper Support
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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
- Getting Started
- 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
- Self-Guided Onboarding
- Journal Entry Automation
- Auto Bank Reconciliations
- Bot Review
- Insights
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
How to Access the Support Channels
As a Botkeeper customer, you can find links to our Support Center within the Botkeeper Operating System (BOS), as well as throughout the Botkeeper website.
As a Botkeeper customer, you can find links to our Support Center within the Botkeeper Operating System (BOS), as well as throughout the Botkeeper website. You’ll find a direct link within our main site navigation for quick and easy access.
