How do I change a timesheet approver or billing contact?

1. Click Assignments and open the assignment.
2. Open the People tab. The card heading is People.
3. Under Timesheet approvers, pick the contacts when the list is editable. When more than one approver is allowed, one is marked primary.
4. Add a second approver before a vacation so approval emails still have someone to reach. Mark the person who should get them first as primary.

If the approver list is read only, click Request changes and say who the new approver is.

Invoice recipients on that card are changed by BOSS staff. Partners see them and use Request changes to ask for a billing contact change. Toast text when staff save is Invoice recipients updated.

Questions? Contact BOSS Support at support@backofficenow.com.