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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
- 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
Manual Push | Transaction Manager
Get even finer control over what goes to the GL using Manual Push.
Once configured, manual push holds all transactions in the Open Inquiries (Needs Review for Infinite clients) tab of Transaction Manager as bank feed transactions. These transactions will be automatically categorized, but will not be automatically posted to the GL, regardless of their confidence rating. They will need to be reviewed by a user and manually pushed to the GL.
For Infinite clients: (Note that only the Partner Admin role can enable AutoPush or ManualPush)
- Go to the Configurations tab in Transaction Manager.
- Click the Edit button in the upper-right corner of Automation Settings:
- Toggle the ManualPush setting to the on position as shown here (or AutoPush if so desired):
- Click Save.