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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
How do I enable AutoPush or ManualPush?
Depending on your service package, you might need to enable AutoPush or ManualPush yourself.
For Infinite clients, the Partner Admin user role can enable AutoPush or ManualPush. For Inifinite+ clients, while the Botkeeper Team will enable AutoPush, a Partner Admin role may also enable the setting.
For Infinite clients: (Note that only the Partner Admin role can enable AutoPush or ManualPush)
- Go to the Configurations tab in Transaction Manager.
- Click the Edit button in the upper-right corner of Automation Settings:
- Toggle the AutoPush setting to the on position as shown here (or ManualPush if so desired):
- Click Save.
For Infinite clients, a task will be generated to enable AutoPush for the Client Point of Contact when a Smart Connect connection is set up.
For Infinite+ clients, Botkeeper will enable AutoPush for you, however, a Partner Admin role may also enable the setting.