- Knowledge Base & Help Center
- FAQs
- Pricing and Packaging
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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
Where can I see the details of my subscription?
Botkeeper makes it easy for you to manage your subscription details.
Take the following steps within your portal to see the details of your subscription:
- Launch your portal using your custom firm url.
- Navigate to the global Portal Manager module.
- If not defaulted, click on the Clients tab.
- Click the Add Client button.
- A popup window will appear and one of two banners will be displayed at the top of the window.
- A blue banner means you have available client licenses. The banner will display the count in the following format:
- Used licenses / Paid licenses (i.e., 5/8), meaning:
- You are managing 5 licenses (clients) in the platform.
- You are paying for 8 licenses.
- You have 3 unused licenses.
- Used licenses / Paid licenses (i.e., 5/8), meaning:
- A blue banner means you have available client licenses. The banner will display the count in the following format:
- A red banner means you're using all your client licenses, and will be required to upgrade your subscription before you will be able to scope additional clients.
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- Used licenses / Paid Licenses 8/8, meaning:
- You are managing 8 licenses (clients) in the platform.
- You are paying for 8 licenses.
- You have 0 unused licenses and cannot add any additional clients until you upgrade (add additional licenses) your subscription.
- Used licenses / Paid Licenses 8/8, meaning:
To add licenses to your subscription refer to this article: How do I upgrade my subscription to add licenses?