Project/Job Tracking- Advanced Services

How does Botkeeper provide Project/Job Tracking?

As part of Botkeeper's Advanced Services:

• Classes or departments and Job/Projects will be assigned to transactions per the agreed upon bookkeeping cadence for that client, based on the below criteria (listed in order of prioritization)
  • Written instructions on invoice or bill
  • List provided by Accounting Partner
  • Historical data

• All allocations are made on either a:

  • • 1:1 basis; or
    • 1:many basis  (Logical application required to benefit from this service offering)
• If a transaction cannot be allocated to a class, department and/or job/project based on any of the above criteria, the class, department or job/project will be set to unassigned and the transaction will be assigned to the entity point of contact in the Transaction Manager to review and complete
• A weekly (weekly/daily bookkeeping cadence) task will be assigned to the Accounting partner within the portal to review and update unassigned transactions pushed to Transaction Manager (combined with the regular tasks generated for all Transaction Manager transactions that week)
• You have the option to turn this service offering on via the Partner Scoping Tool to have it included as part of your client’s scope of service

This service offering does not include:

• Reclassification of transactions being synced into the general ledger from a third party system