The portal never stops getting better. Here are the updates as of October 23, 2023.
*NEW MODULE* ACTIVITY HUB
With this new module, Botkeeper now has a centralized space within the platform for all comments, feedback, and interactions. Easy access, all in one place. Activity Hub keeps track of comments across Work, Documents, and Transaction Manager, and allows users to filter their activity listing.
*NEW MODULE* BOT REVIEW
With this new module, we’ve automated searching through your clients’ general ledgers to find discrepancies. Bot Review flags the variances and exceptions you need to review. Easily review and fix any exceptions detected in your client's financials in real-time, leaving you with pristine books. Exception types addressed by Bot Review are:
- Uncategorized Transactions - When a transaction is posted to an "uncategorized" GL account
- Duplicate Transactions - When two or more transactions have similar amounts, dates, and descriptions
- Similar Transactions - When two or more transactions have similar descriptions but are categorized to different payees or GL accounts
- Purchases Missing Payee - When purchase transactions are missing a payee
- Deposits Missing Customer - When deposit transactions are missing a customer
- Duplicate Payees - When two or more payees have similar naming
- New Payees with Activity - When a new payee has a transaction for the first time
- New Accounts with Activity - When a new GL account has a transaction for the first time
- Parent Accounts with Activity - When a parent GL account has a transaction posted to it
- Unreconciled Transactions - When a transaction is not reconciled in the GL
- Capitalization Threshold - When a transaction is greater than $2,500
- Non-Natural Accounts - When a GL account has a balance that is opposite of what it should be
- Missing Transactions - When a recurring transaction is not available in the GL
TRANSACTION MANAGER
- Edit Bank Feed Transactions
Users assigned to categorize a bank feed transaction may now edit these transactions before sending them to their clients’ general ledgers. - Bulk Edit For Projects
QBO users can now bulk edit the Customer/Project field within the Bulk Edit modal. - Top Level AutoPush Toggle Being Removed
AutoPush is now inline with your client's individual accounts and no longer enabled at the top level. You now have the ability to see which accounts are enabled vs. disabled at the individual account line-level within the Transaction Manager Configuration tab.
WORK
- New Bank & Credit Card Account Automated Tasks
When a new bank or credit card account is added to your client’s chart of accounts, the platform will automatically generate a task for the General Inquiries point of contact. This task will provide easy access to scope the new account in the scoping tool and, where eligible, allow you to connect the account to Smart Connect.
PORTAL MANAGER/SCOPING
- Terminated Client Banner
A new banner will now indicate when a Botkept entity has been terminated. The banner will be displayed across any page relating to the entity in question. Information displayed in the banner includes: who terminated the entity in the scoping tool; date of request for termination; the last financials to be provided (and date they will be provided); and the terminal date for any document downloads. NOTE: These banners will only be visible to partner users for Botkept entities.
ZAPIER INTEGRATION
We’re now compatible with Zapier, allowing users to employ workflow automation to document uploads as well as the creation or updating of tasks. When a new document is uploaded into a specific client folder, users can trigger actions such as saving copies to a document management system or emailing the documents as an attachment to appropriate parties. Upon creation of a new task or updating an existing one, users can trigger actions such as duplicating the task to a workflow management tool, or sync task progress to external tracking options, such as an analytical tool or spreadsheet.