BMCA Knowledge Base
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BMCA Portal Overview
Introduction to BMCA
Overview of BMCA
Who We Are
What We Do
The "SMART" Methodology
Setup & Getting started
Account Setup
User Interface and Navigation Guide
Customizing BMCA to Your Business Needs
BMCA Portal Overview
Portal Manager
Work
Documents
Transaction Manager
Smart Connect
Password Manager
Business Insights
JE Automation
Close Tracker
Bot Review
Troubleshooting
Resolving Common Technical Issues
FAQs
Platform Specific FAQs
Service-Specific FAQs
Support and Resources
Customer Support
Product Updates and Release Notes
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BMCA Knowledge Base
BMCA Portal Overview
Introduction to BMCA
Overview of BMCA
Who We Are
What We Do
The "SMART" Methodology
Setup & Getting started
Account Setup
User Interface and Navigation Guide
Customizing BMCA to Your Business Needs
BMCA Portal Overview
Portal Manager
Work
Documents
Transaction Manager
Smart Connect
Password Manager
Business Insights
JE Automation
Close Tracker
Bot Review
Troubleshooting
Resolving Common Technical Issues
FAQs
Platform Specific FAQs
Service-Specific FAQs
Support and Resources
Customer Support
Product Updates and Release Notes
BMCA Portal Overview
A comprehensive overview of the product, including its features, technical specifications, and version updates.
Portal Manager
Portal Manager Overview
Navigating the Portal Manager
Mastering the Portal Manager
Maximizing Efficiency with the Portal Manager
Assigning and Editing Point-of-Contact (POC) Details
How can I delete a terminated client's data from the system (platform-only)?
How do I view the scope of service package for my client in the portal?
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Work
Work Module: An Essential Overview
Navigating and Utilizing the Work Module: A Step-by-Step Guide
What are "Task Watchers?"
Automated Tasks
What is "Work," and how do I find it?
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Documents
Documents: An Overview
Uploading Documents to Custom Folders: A Step-by-Step Guide
Document Uploading: Banner Task Requests
Documents: View a Document in a Folder
How to Leave or View Comments on Documents in the Client Portal
Downloading Documents from Your Client Portal
Uploading a New Version of a Document in Your Client Portal
How to upload one or more folders to the main (parent) level of the document module
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Transaction Manager
Transaction Manager: An Overview
What is AutoPush?
Understanding Confidence Levels in Transaction Manager
Navigating the Open Inquiries Tab in Transaction Manager
Editing Transactions in Transaction Manager
Split a Transaction in Transaction Manager
Match a transaction in Transaction Manager
Resetting Transactions in Transaction Manager
Excluding Transactions in Transaction Manager
Adding a Transaction to the General Ledger
Adding a Payee in Transaction Manager
Adding a Customer/Project in Transaction Manager
Leaving/Reviewing Comments on Transactions in Transaction Manager
Why can't I see Transaction Manager, Transaction Insights, or Bot Review?
Transaction Manager
How do I find and use AutoPush configurations?
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Smart Connect
Smart Connect: An Overview
Connection Types in Smart Connect
Understanding Banners in Smart Connect
How do I connect a new bank or credit card in Smart Connect?
Connecting an Account with the Status "Connection Requested" in Smart Connect
Deleting a Financial Institution Connection in Smart Connect
Navigating Account Details in Smart Connect
Bank Statements in Smart Connect
Where can I find transactions and statements for an account?
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Password Manager
Password Manager: An Overview
Understanding Banners in Password Manager
Resolving Notifications in Password Manager
Business Insights
Business Insights: An Overview
Business Insights: An Overview
Adding a New Widget in Business Insights
Adjusting the Dashboard Date Range in Business Insights
Configuring a Widget in Business Insights
Duplicate, Move, or Delete a Widget in Business Insights
Creating a Widget Alert in Business Insights
Setting a Widget Goal in Business Insights
Exporting a Dashboard in Business Insights
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JE Automation
What is JE Automation?
Close Tracker
What is Close Tracker?
Bot Review
Bot Review | Working with Transactions
What are the exception types that Bot Review manages?
How to use Bot Review