Forum Discussion

TSmith98's avatar
TSmith98
Contributing User
4 years ago

Updating Responsibility

We are updating the responsible accountant for a bulk list of clients. However we don't want to delete the history of the previous accountant responsible. If I do the change under Maintenance -- Resp...
  • Jacksen's avatar
    Jacksen
    4 years ago

    I do not believe AE keeps any of the "Team" Start/End dates, unless it's hidden somewhere.  It will keep the "Partner" Start/End dates though.

Sandy_C's avatar
Sandy_C
MYOB Staff
4 years ago

Hi TSmith98 

 

Thank you for your enquiry. 

 

Normally when you change any responsibility under maintenance, there will be a record of it under the client's file. Eg:

 

What Jacksen has said s correct. There's no dates for the Team, but the Partner's Start/End dates will show.

 

Regards,

 

Sandy
Client Support Representative

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