[LIVE] November 28 update
We're making Botkeeper even better with these new updates, live as of November 28, 2023.
- Systemwide Banner For GL Disconnects
A banner will display across all pages of the system in the event of a general ledger disconnect.
BOT REVIEW
- Dismiss All Updates
The “Dismiss All” button for the exceptions “Duplicate Payees,” and “New Payees with Activity” is now named “Dismiss Payee.” The “Dismiss All” button for the exceptions “New Accounts with Activity,” and “Parent Accounts with Activity” is now named “Dismiss Account.”
SMART CONNECT
- Introducing Smart Link
Smart Link enables non-Botkeeper users to set up Smart Connect connections without needing to log in to the platform. Smart Link allows users to request these credentials in two ways: by sending a secure, white-labeled (firm branded) email to the account point of contact (POC), or by generating a shareable link they can send to the account POC in another way of their choosing.
TRANSACTION MANAGER
- Undeposited Funds Match
Botkeeper now supports matching undeposited funds for greater real-time account balance accuracy. When this match happens, a deposit will be created automatically which will reduce the outstanding balance in the Undeposited Funds account.
- Save Changes & Add to GL Edit Modal
When editing a bank feed transaction, users now have the option to save their changes and add them to the general ledger at the same time. Previously, changes had to be saved prior to adding them to the GL. This is done using the “Save Changes & Add to GL” button in the lower right of the “Edit Transaction” pop-up screen.
- Add to GL & Mark Reviewed
Users will now have an option to simultaneously add a transaction to the general ledger and mark it reviewed. This can be done by clicking the Action (...) button to the far right of a single transaction and selecting "Add to GL & Mark Reviewed". Users may also select multiple transactions by checking their boxes to the far left of each transaction, then use the “Other Actions” drop-down to mark them all as reviewed and add them all to the general ledger at the same time.
