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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
What is Close Tracker?
Close tracker allows you to easily see the close status across all clients, or for a single client.
Close tracker allows you to easily see the close status across all clients, or for a single client. There are two different views for Close Tracker:
- Global View: When no client has been selected in the portal, you are in Global View. In this view, Close Tracker appears as an option on the left navigation. Selecting it will display the closing status for all clients:
- Client View: Once you've chosen a client using the Navigate by Client at the top of the left navigation, Close Tracker no longer appears on the left navigation. Instead, you will find it as a tab within the Bot Review module:
In both views, Close Tracker functions identically. You can search statuses by Name, Assignee, Status, Month, or Closed Date using the search/filter bar at the top of the Close Tracker screen.
Only Partner Admin and Partner Ops roles can view or edit Assignee, Status, Close Date, and Notes fields.