Manually updating or adding client setup

If you had to leave the Add Client wizard before finishing all 5 steps, or if you need to update your client's setup, here's how.

There are 5 steps in the Add Client wizard. To complete the setup manually, you'll start from the first step you left unfinished in the wizard and proceed through the remaining steps. For example, if you got through step 3 before stopping, you can jump to step 4, completing it and then step 5.

If you did not complete step 1 in the Add Client wizard, it's best to simply use the "Add Client" workflow, which will guide you with the wizard.

Step 2: Connect the GL

Step 3: Connect Accounts

Step 4: Link Accounts and Automate

Step 5: Customize AI

Step 2: Connect GL (QBO & Xero Clients only)

For QuickBooks Online and Xero clients, once you add the client details in Client & User Management, click on the client name in the client list. 

In the client Details tab, click on Edit in the Accounting Software tile on the right side of the screen. 

You will see a Connect to QuickBooks Online or Connect to Xero button. Click on that button and authenticate to the client via the QuickBooks Online or Xero authentication flow.

Step 3: Connect Accounts

Determine which client accounts can be connected to Botkeeper via Smart Connect by using this link to search whether it is Finicity supported.

1. Type in the name of the institution:
   
   
   1. Green checkbox in the TA column means will want to connect the account in Smart Connect.
   2. Green checkbox in the SA column means it supports statement fetching
      1. By default if you connect an account that supports statement fetching it is enabled in Smart Connect. You can always disable by changing the toggle on the Smart Connect page
         
2. Determine the type of access you have
   1. If you do not have access, you can either invite the client in as a user and request that they make the connection or use the smart link feature so your client can make the connection.
   2. If you DO have access, you can connect the accounts yourself by going to Smart Connect and clicking Add New in the top right corner:
      
      

Once the connection is made, if statement fetching is supported we will attempt to get the first statement the following month. Each statement that is fetched will be placed in the associated account and year folder under Bank Statements in Documents. 

Steps 4: Link Accounts & Automate (QBO & Xero Clients only)

Once connections are made in Smart Connect, go to Transaction Manager and click on the Configurations tab. 

Go here for more information on these settings. 

Step 5: Customize AI

In the same Configurations tab found in Transaction Manager referenced above, you'll see the area below beneath the accounts. Here you can set the 

• The dates you'd like to train the machine on (you can select up to 24 months in the past)
• Accounts you would like the machine to omit learning from in your client's GL.
• A materiality threshold that if met or exceeded will require that transaction to be manually reviewed before posting to your client's GL.
• Who transactions should be sent to for review; if left blank these transactions will require a proactive review as no one will be notified that these transactions are sitting in the Needs Review tab.
• Whether you wish to send Low/Medium Confidence transactions to the GL