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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
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- Accounts Payable
- 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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Botkeeper Feature User Guide
- Getting Started
- Your User Account
- Security & SSO
- Navigating BOS
- User Access Permissions
- Managing Users
- Work
- Transaction Manager
- AutoPush
- Manual Push
- Client & User Management (formerly Portal Manager)
- Documents
- Smart Connect
- Password Manager
- Scoping Tool
- Integrations & Compatibility
- Communication
- Transaction Insights
- Activity Hub
- Auto Bank Rec
- Bot Review
- JE Automation
- Close Tracker
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
Bot Review | Working with Transactions
The transactions lines in Bot Review make working with your transactions convenient in bulk, or one at a time.
Bulk edit & Delete Transactions
In Bot Review, transactions can be edited or deleted in bulk.
QBO Users:
If you have Customer/Project enabled in QBO, you will see a Customer/Project column on your transaction display. If you have Class enabled, you will see a Class column on your transaction display.
Xero Users:
If you have Tracking Categories enabled, you will see a Class column on your transaction display for this information.
If you have Customer/Project enabled in QBO, you will see a Customer/Project column on your transaction display. If you have Class enabled, you will see a Class column on your transaction display.
Xero Users:
If you have Tracking Categories enabled, you will see a Class column on your transaction display for this information.
Action Menu
The Edit, Dismiss, Resolve, Comment, Delete, Keep, and Reconcile options are consolidated under a standard action menu (represented by three dots), where applicable.
Comments on Transactions
Partner Users can comment on transactions in Bot Review using the Action Menu.