The platform allows users to leave comments for others on tasks, documents, or transactions. All commenting activity is logged in Activity Hub for convenient, centralized access.
Commenting on a Task
- Click on the task you wish to comment on.
- Select the Comments tab.
- Choose whether you want the Client to be copied (Partner will be selected by default and cannot be un-selected).
- Write your comment in the provided space (Add a Comment). You may also paste screenshots into your comment.
- Click the Comment button to save your comment.
- You can close the screen. Your comment is now attached to the task, and will also be visible in Activity Hub.
Commenting on a Document
- Click on the document to preview it (see view document in file section above). In the top, right corner there is a comment button. You can select who can view this comment.
- Click the Comment button appearing in the top right corner of the document preview. This will open a comment drawer.
- Assign your comment if desired. Under Add a Comment, select who you'd like to be able to see your comment. Your choices are Accountant (Infinite plus added services only), or Client. Partner is selected by default and cannot be un-selected.
- Write your comment in the space provided. You may also paste screenshots into your comment.
- Click the Comment button to save your comment.
- You can close the drawer. Your comment is now attached to the task, and will also be visible in Activity Hub.
Note: For Infinite plus added service clients ONLY: If you are looking to tag the Botkeeper team on specific document, please use the following @mentions:
- @accountant (for Accounting related inquiries)
- @deployment (for Deployment related inquiries)
Note: make sure the checkbox is marked next to Botkeeper if you want Botkeeper to be able to view the comment.
Commenting on a Transaction
- In either the Needs Review or Processed tab of Transaction Manager, click on the Action button (three dots) and select Comment. This will open a comment drawer.
- Assign your comment if desired. Under Add a Comment, choose whether you want the Client to be copied (Partner will be selected by default and cannot be un-selected).
- Write your comment in the space provided. You may also paste screenshots into your comment.
- Click the Comment button to save your comment.
- You can close the drawer. Your comment is now attached to the task, and will also be visible in Activity Hub.
Commenting in Auto Bank Rec
- Choose a reconciliation, and click the Action button (three dots). Select View Reconciliation History.
- Locate the reconciliation period you want to comment on, and click the comment bubble icon.
This will open a comment drawer. - Choose whether you want the Client to be copied (Partner will be selected by default and cannot be un-selected).
- Write your comment in the space provided. You may also paste screenshots into your comment.
- Click the Comment button to save your comment.
- You can close the drawer. Your comment is now attached to the task, and will also be visible in Activity Hub.
Commenting in Bot Review
- Click Select on the exceptions card containing the transaction you wish to comment on.
- Click on the Action button (three dots) and select Comment. This will open a comment drawer.
- Assign your comment if desired. Under Add a Comment, choose whether you want the Client to be copied (Partner will be selected by default and cannot be un-selected).
- Write your comment in the space provided. You may also paste screenshots into your comment.
- Click the Comment button to save your comment.
- You can close the drawer. Your comment is now attached to the task, and will also be visible in Activity Hub.