Systems Setup · Pricing
myBBS Workspace Configuration
Starting at$625one-time
What the price covers
1 myBBS entity workspace; 5 reviewers; 2 existing connections and document routing.
What we do
- Configure the approved entity workspace
- Set up the five reviewer roles and access
- Configure and check the two existing connections
- Configure the agreed document routing
- Validate source records, routing and operational handoff
What you get
Configured myBBS workspace and verified connection/routing checklist.
Not included
Third-party software subscriptions and new integrations (Business System Integration & Workflow Automation).
Included in
Accounting Onboarding, New Company Launch, Acquisition Transition
Every Step. All 15.
- 01Create or select the correct myBBS entity workspaceWorkspace setup · Systems
- 02Confirm the approved company details and workspace settingsWorkspace setup · Systems
- 03Invite the authorized reviewers5 reviewer roles · Systems
- 04Assign the approved access and approval roles5 reviewer roles · Systems
- 05Check role assignments against the approved list5 reviewer roles · Systems
- 06Connect the authorized existing systems2 verified connections · Systems
- 07Check that expected source records appear2 verified connections · Systems
- 08Record connection failures for the technical owner2 verified connections · Systems
- 09Set the agreed document intake destinationDocument routing · Systems
- 10Check that routing points to the correct entity and reviewerDocument routing · Systems
- 11Send a representative source document through intakeLive operating test · Operations
- 12Check extracted details and source-document accessLive operating test · Operations
- 13Test the agreed review and destination handoffLive operating test · Operations
- 14Confirm the final transaction or record has the required attachmentLive operating test · Operations
- 15Save live verification evidence and remaining blockersLive operating test · Operations
More In Systems Setup
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