These docs
Search the docs from the top of this page, or start with the FAQ and Troubleshooting.
Contact us
There are several ways to get help, from instant answers inside the app to writing to our team. Start with whichever fits your question.
Get an answer now
Section titled “Get an answer now”User Guide
Open User Guide at the bottom of the sidebar in the app for a page-by-page walkthrough of Bokapsys.
AI Guide
Click the sparkle icon in the app header, Ask AI Guide, and ask “how do I…” questions about the product.
Smart Chat
Ask questions about your own numbers, or how to do something, and get linked to the right page. See Smart Chat.
Write to our team
Section titled “Write to our team”Use Contact us inside the app. It is at the bottom of the sidebar, and it lets you choose the kind of help you need so your message reaches the right people.
- Sign in at ai.bokapsys.com.
- At the bottom of the sidebar, click Contact us.
- Choose one of the four options:
- Talk to Sales: pricing, enterprise plans, custom contracts or volume discounts.
- Report an Issue: something is broken or not behaving as expected.
- Request a Feature: something you would like Bokapsys to do.
- Get Help: a “how do I…” question the User Guide does not answer.
- Fill in the form and click Send message.
We reply by email. To see everything you have sent and our replies, click Your queries on the Contact us page. The button appears once you have sent your first message.
Reporting a problem well
Section titled “Reporting a problem well”When you choose Report an Issue, a few details help us fix it faster:
- Severity: how badly it affects your work, from a minor inconvenience to data at risk.
- Page or Feature Affected: where in the app it happened, for example Reconciliation or Invoices.
- Steps to Reproduce: what you clicked, in order.
- Expected Behaviour and Actual Behaviour: what you expected and what you saw instead.
- Browser / OS is filled in for you. Change it if the problem happened on a different device.
Speak with our accounting team
Section titled “Speak with our accounting team”The calendar icon at the top of the app, Speak with our accounting team, lets you book a meeting with us directly.
You can also email support@bokapsys.com, the address shown at the bottom of emails Bokapsys sends you. Using Contact us in the app lets you track your message and our replies under Your queries.
If you cannot sign in
Section titled “If you cannot sign in”If you are locked out, start with I cannot sign in and The verification email has not arrived. If those do not help, email support@bokapsys.com from the address you signed up with.
If you work with an accountant
Section titled “If you work with an accountant”If your accounting firm uses Bokapsys, you can message them directly from My Accountant. Questions about your own books, such as how a transaction should be classified, are often best answered by them. See My Accountant.