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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
- Auto Bank Rec
- 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 "Work," and how do I find it?
On the left side navigation click on “Work.” This is where you will see all Tasks assigned to you, across all of your clients in BOS.
On the left side navigation click on “Work.” This is where you will see all Tasks assigned to you, across all of your clients in BOS.
Notes:
- Tasks can be sorted by their Status, “All Open Tasks,” "Rejected," “To-Do,” “In Progress,” “Overdue,” or “Done.” You can select more than one filter at a time. You can also sort on Due Date, including "All due dates," "Today," "Tomorrow," "This Week," "This Month," "Last Month," "Year To Date," or "Select Date Range."
- The search bar in the Tasks tab of the Work module allows searches by Action item details as well as task name.
- By default, you are selected as the Assignee. To see Tasks assigned to other users, simply un-select your name.
PROJECTS VIEW
On the next tab, you’ll see “Projects.” Under ‘Projects’ you’ll see a list of your projects, organized by client and type of work being performed. For example, you might see a deployment project, a month end close project, or an Accounts Payable project.