- Knowledge Base & Help Center
- Botkeeper Feature User Guide
- Transaction Manager
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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
Why don’t I see any transactions when I launch Transaction Manager from my Outstanding Transactions task?
If the Outstanding Transaction task was reassigned to you by the original assignee, you will not see any transactions when you launch Transaction Manager from your Outstanding Transactions task.
If the Outstanding Transaction task was reassigned to you by the original assignee, you will not see any transactions when you launch Transaction Manager from your Outstanding Transactions task.
To correct this, re-assign the task back to the original user (you can see who this was in the Audit Log tab of the task). Then, leave a comment for the user asking them to re-assign the transactions they want you to categorize directly in the Transaction Manager module. They will be able to do this in batch, making the process more efficient for them.
Once the transactions are re-assigned to you, the original Outstanding Transaction task will be automatically completed for the original user and you will now be assigned an Outstanding Transaction task to categorize the transactions assigned to you.
When you open the task and click the Go to Transactions button, you should now see the transactions you have been assigned. Once you complete all the tasks and take the action to Mark Reviewed, your Outstanding Transaction task will be automatically completed.