- 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 my payee or category listed in Transaction Manager?
It's there, but you might need to type it in if it doesn't surface with the alphabetized listings.
If the payee and/or category you are looking for exists within your client’s general ledger, they will appear in your payee or category dropdown list in Transaction Manager. To ensure optimal performance, we have limited the number of payees’ and/or categories that appear in the dropdown list to the first 100. If your payee or category name is outside the first 100 listed, then you have the option to type in the payee or category name in the respective dropdown list. This delimit what it returns to only those that match your entered details.
The logic to display the first 100 payees in the dropdown list is alphabetical by payee name.
The logic to display the first 100 categories in the dropdown list is first by alphabetical category and then by alphabetical category name.