Botkeeper keeps getting better. Here are the updates we're releasing as of January 30th, 2025.
Client & User Management
- Partner Admin name now visible to Partner Ops users
Partner Ops users will now be able to see who the Partner Admin users are in the Users table of the Client & User Management module. Partner Ops users will not be able to see Partner Admin details or action anything for those users. - If a client POC has been changed, the record will now display who changed it and when.
In the Client→Details tab of Client and User Management, the Client Point of Contact field will indicate if the point of contact has been changed by displaying the date of the change and who changed it. Learn more.
Documents
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Deleting a folder with open document upload tasks
When attempting to delete a folder from Documents, users will now be prompted to assign a new folder to any open document upload tasks mapped to the folder being deleted. These tasks can be individually assigned to new folders, or reassigned in bulk to a single folder. Users may also choose to delete the open tasks associated with the folder undergoing deletion. Learn More.
Transaction Manager
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New banner lets you know when your model has been created, but automation hasn't been enabled.
A banner within Transaction Manager will appear to let users know when AI custom models are trained and ready, but AutoPush, ManualPush, or upcoming GL automation have not been set up. -
Added ability to edit Payee on deposit line items (QBO ONLY)
For QBO clients in the Edit modal of Transaction Manager, deposit transactions will now display a Payee column defaulting to the same payee set in the main table. When splitting a deposit, users can add a different payee to each line item, allowing them to categorize their deposits directly within Transaction Manager. Learn more.
Auto Bank Rec
- Bulk edit and Add to GL
Once a user has begun or resumed a reconciliation for an account, the Reconcile tab will now offer an Edit & Add to GL button, allowing users to select and add multiple transactions to the GL at once. Once the user clicks the button, an edit modal will open allowing them to update the Category, Payee, Class, and Customer/Project fields. Learn more.
Close Tracker
- Client Statuses updated to reflect client type
Close Tracker statuses have been updated to reflect the client type: Infinite or Infinite plus services. For clients with added services, the “closed” status is divided into “Closed but not shared with client;” and “Closed and shared with client.” Learn more.