Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

We understand that at times you may lose clients, this will then need to be updated within your systems. For clients, you have archived/deleted we advise doing the following steps:

  1. Export the client history, then upload this within the client folder

  2. Archive or Delete the client (depending if integration is enabled)

  3. Delete business folders using the client name/code (this will send the files to archive)

For more information on this process mentioned, you can have a look at the following help articles we have created to guide you when doing this process depending on what you have set up:

Deleting a Client - non-integrated

Clients Off-boarding Process - XPM

Client Off-boarding Process - APS

Clients Off-boarding process - MYOB AE

  • No labels