Basic payroll journal entries will be recorded from referencing payroll reports uploaded by the partner or client via the portal or by granting read-only access to pull payroll reports.
Basic payroll journal entries will be recorded from referencing payroll reports uploaded by the partner or client via the portal or by granting read-only access to pull payroll reports.
- Botkeeper will manage payroll transactions according to payroll schedule via provider integration or journal entry. You will be asked to provide these details when you scope your client via the Partner Scoping tool
- If a Payroll integration is established:
- Once a payroll integration is established, Botkeeper will match the synced journal entry to the Bank Feed to ensure accurate record-keeping. If there are any issues with the synchronization, we will promptly notify the Partner firm through the portal.
- In the event of any sync issues, we will promptly notify the Partner firm through the portal. If the integration becomes disconnected, we will also notify the Partner firm via the Botkeeper portal. Our goal is to keep you informed every step of the way to ensure accurate record-keeping!
- Once a payroll integration is established, it is important for the Partner firm to update the task in the Botkeeper portal. This helps ensure accurate record-keeping and allows us to promptly notify you of any synchronization issues or disconnections. So please make sure to keep us informed every step of the way!
*If your client requires payroll splits please reference the Advance Payroll Categorization offering in the Advanced Package
- If a Payroll integration is not established:
- If a payroll integration is not established, Botkeeper will book a journal entry based on the payroll reports provided through the portal task and historical transactions. Alternatively, we can manually pull payroll reports to book the journal entry if the Partner provides the necessary payroll credentials.