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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
- Autonomous AP Processing | Advanced Services
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- 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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BOS Feature User Guide
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Accounting Partner Resources
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AI UNCHAINED Conference
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Strategic Partners
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Product Updates
Reassign Tasks
To reassign a task from one staff person to another in BOS, find the task on the Work page you wish to change, and click the task to edit it.
To reassign a task from one staff person to another in BOS, find the task on the Work page you wish to change, and click the task to edit it. Click on the name in the “Assignee” field and enter the name of the new assignee. Then click “Save.”
Note: You can only reassign one task at a time.