You can change the accountant code shown on the client list by selecting the option Change accountant from the Management menu. Simply type in the new accountant code (up to four letters) that you wish to start using. Should the responsibilities of a staff member change (e.g. an individual leaves the firm), you can change the accountant code manually through the keyword Accountant in the files of affected clients. If, for instance, you want the clients currently assigned to ABC to be reassigned to XYZ, use a filter to list ABC's clients, mark those clients, and then change the accountant code as explained above. Incidentally, such a change can be made as a batch selection for the current family, marked clients, your own clients or all the clients on the database. Note that it is also possible to blank out the accountant code for selected clients. In this case, the next accountant to access the file of one such client will automatically be set as the new accountant assigned to that particular client. May 28, 1999 |
