Making Scope Changes, after a client has already been accepted into Ongoing Services

How do I make scope changes, after a client has already been accepted into Ongoing Services?

Partners can make changes to scope directly in the platform via the Scoping Tool.

Common scope changes after a client is accepted into ongoing services:

• Add or remove Bank or Credit Card account

• Upgrade from the Basic to the Advanced package 

Step by step instructions for the Scoping Tool can be found here:

• Scoping Tool step-by-step instructions

• Once your changes are deployed, you will be notified (if notifications are turned on in BOS) or be assigned required tasks in the portal

Please note the following service start dates when scoping clients for ongoing services:

• All Basic and Advanced service offerings; excluding Autonomous AP: 

  • Follow the first monthly close timing - all required information should be provided no later than 2 business days prior to the 15th day of the same start month

  • Services will begin as follows:

    • Weekly: within 5 business days of acceptance into ongoing

    • Daily: within 2 business days of acceptance into ongoing

• Autonomous  AP:
  • Follows the Autonomous AP processing - see Autonomous AP Historical Training and Deployment Timing.