Knowledge Base & Help Center
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Botkeeper Background: Company History and Leadership
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Introduction to Botkeeper Support
Support Channels
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
BOS Feature User Guide
Getting Started
Security & SSO
Navigating BOS
User Access Permissions
Managing Users
Work
Transaction Manager
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Manual Push
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AI UNCHAINED Conference
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Strategic Partners
Product Updates
What's New? | Botkeeper
BOS Launch
Back to home
Knowledge Base & Help Center
Product Updates
FAQs
Botkeeper Background: Company History and Leadership
Understanding Botkeeper: Pre-Purchase Info
Pricing and Packaging
Bookkeeping & Accounting Basics
Comparisons
Security
Rapid Write-Up FAQs
Troubleshooting & Support
Troubleshooting
Introduction to Botkeeper Support
Support Channels
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
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
Accounting Partner Resources
Custom Branded Pricing Pages
AI UNCHAINED Conference
General Questions
Hotels and Lodging
Meals and Entertainment
Sponsorship
Health and Safety
Cancellation Policies
Strategic Partners
Product Updates
What's New? | Botkeeper
BOS Launch
Product Updates
Ongoing release notes for the Botkeeper Operating System, updated regularly as new features, bug fixes and other changes become available.
What's New? | Botkeeper
[LIVE] Updates
[LIVE] New Deactivate/Reactivate Users Functionality
[LIVE] 2FA Reset (Usability Improvement)
[LIVE] Multi-document uploads
[LIVE FOR SELECT USERS] Manual Push Feature
[LIVE] Adding a transaction to the GL while leaving it on the “Open Inquiries” tab
[LIVE] Matched Duplicate Indicator
[LIVE] Matching Enhancements
[LIVE] Enhanced Inline Transaction Editing
[LIVE] New "Other Actions" Functionality
[LIVE] Bank feed vs. General Ledger Transaction indicators
[LIVE] Uploading and Downloading Large Files
[LIVE] Transaction Insights
[LIVE] Botkeeper and Xero — Take Accounting to the Next Level
[LIVE] Adding and Removing Tasks from Projects
[LIVE] New AutoPush Setting in Transaction Manager - Send Transactions to GL
[LIVE] New Bank Statements Update
[LIVE] Delete Project & End Project Recurrence
[LIVE] Updates to Transaction Manager
[LIVE] Projects
[LIVE] User Management
[LIVE] Processed indicator for documents
[LIVE] Bulk File Download
[LIVE] 2-Factor Authentication (2FA)
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BOS Launch
What are the most recent release notes for BOS?
Are all of the same features/functionality going to be available in BOS?
What are the new features/capabilities available in BOS?
What isn't supported in BOS?
If I’m an existing Botkeeper Partner, and I want to volunteer to move onto the Botkeeper Operating System first, who do I contact?
Can I be one of the first to use the upgraded BOS platform?
When does my firm get the opportunity to move to the Botkeeper Operating System?
What if I don’t want to wait to hear from my Growth Partner on moving to the Botkeeper Operating System? Can I volunteer to be first?
Do my clients or I need to perform updates as you launch new features in BOS?
Will the feedback process change when BOS launches?
Does the Botkeeper Operating System cost more than the standard Botkeeper platform and entities fees?
Will my existing clients notice a difference when my firm moves to the Botkeeper Operating System?
I noticed the statement dates appear differently in Smart Connect in BOS, why did these change?
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