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FAQs
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Troubleshooting & Support
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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
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BOS Feature User Guide
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Accounting Partner Resources
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AI UNCHAINED Conference
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Strategic Partners
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Product Updates
What is "Work," and how do I find it?
On the left side navigation click on “Work.” This is where you will see all Tasks assigned to you, across all of your clients in BOS.
On the left side navigation click on “Work.” This is where you will see all Tasks assigned to you, across all of your clients in BOS.
Notes:
- Tasks can be sorted by their status, “All Open Tasks,” “To-Do,” “In Progress,” “Overdue,” or “Done.”
- By default, you are selected as the Assignee. To see Tasks assigned to other users, simply un-select your name.
PROJECTS VIEW
On the next tab, you’ll see “Projects.” Under ‘Projects’ you’ll see a list of your projects, organized by client and type of work being performed. For example, you might see a deployment project, a month end close project, or an Accounts Payable project.