[LIVE] May 29, 2025 Update

Export to CSV
Users can now export exception reports to CSV format for sharing and custom sorting. The export will include all open exceptions within the selected date range. Learn More.

GL Automation: Email notification
Users who recently set up GL Automation will receive an email telling them when the automation started running and when their first set of transactions becomes available for review.

Reconnecting a disconnected GL

Approved users can manually disconnect a GL using the button in the lower right of the Accounting Software section of the Details tab.
When a user reconnects the GL and selects a different company than the one previously connected, they’ll see a confirmation pop-up asking if they want to proceed with the new connection. If confirmed, data from the previous connection will be wiped and new data will come from the new connection.

If the user cancels, the platform will retain the old data from the original connection and cancel the new connection. This allows users to reconnect to the same source and pick up with their old data.

In-line task table edits
Fields in the task table can now be directly edited in the table itself, without needing to open the task. Editing any detail not in the task table will still require the user to open the task to edit.
New "Folder" column in task table
The tasks table will now include a folder column indicating the folder a document upload task is associated with. Document upload request tasks will show the name of the folder being used in the task. A "--" will appear in the folder column on non-document upload tasks.

Automation Settings added to gear icon
To make automation settings easier to access, users will now find a shortcut to them in the gear icon at top right of the platform screen. Enabling the option requires first selecting a client in the left navigation.

Botkeeper keeps getting better. Here are the updates we're releasing as of May 29th, 2025.