Knowledge Base & Help Center

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Knowledge Base & Help Center

Product Updates

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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