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FAQs
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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
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
What is the review process for AutoPush transactions?
The review process depends on whether the client is Infinite or Infinite+.
For Infinite+ clients:
After AutoPush categorizes the transactions, our accounting team reviews them during the month-end close. They will continue to review transactions based on each individual client's bookkeeping frequency (daily, weekly, monthly).
For Infinite clients:
- The partner needs to decide whether to configure transactions requiring review to be assigned by default to a single user; that user will then get notified when a review is required.
- If the partner doesn't configure transactions to assign a single person for reviews, they will need to periodically consult the Needs Review tab of Transaction Manager to see if transactions require review.