- Knowledge Base & Help Center
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- Introduction to Botkeeper Support
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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
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- Transaction Insights
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
In the Scoping Tool, what does each of the Entity Statuses mean?
The scoping tool has 9 different entity statuses to help you keep track of where they stand. Here's what each means.
In-Progress
This is an entity that has started, but not completed the scoping process. This entity is not being managed by Botkeeper.
RWU - In-Progress
This is an entity for which Botkeeper is actively completing the rapid write-up package.
Assessed
This is an entity that has been created in the scoping tool via the Botkeeper Chrome Extension for the purpose of evaluating the entity, but has not been officially scoped or deployed.
Deployment
This is an entity you have elected to have Botkeeper manage. It is with our Deployment team to gather the necessary information (i.e., financial statements, 3rd party application connections, anything pertinent to what has been scoped) to be able to manage this entity and approve it for clean-up or ongoing service.
Migration
This is an active entity for which Botkeeper is performing a general ledger migration.
Clean-up
This is an active entity that Botkeeper is bringing to a current, reconciled state.
Ongoing
This is an active entity for which Botkeeper is currently managing the monthly bookkeeping.
RWU - Complete
This is an entity for which Botkeeper has completed the requested rapid write-up package.
Terminated
This is an entity no longer managed by Botkeeper.