What are my responsibilities as a Botkeeper Accounting Partner for Class/Department or Job/Projects Tracking?

As a Botkeeper Accounting Partner, your responsibilities will include:

Providing rules for each class, department or job/project during scoping and assign a custom request task to @Accountant in the portal to communicate rules for any new classes or departments

**Note: If a third party system is used and information without classes, departments or jobs/projects are being synced, the partner is responsible for the reclassification of those transactions

Review and update unassigned transactions in Transaction Manager by the close cutoff date each month, to ensure the most complete monthly reports by class or department
If the monthly reports were already posted or in process of being prepared, you may need to re-run reports for updated information. See Standard Monthly Report Package section for more information on timing of reports

Note: Transactions classified after the close cutoff date may lead to a delay in the close due date