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Kegs22's avatar
Kegs22
Experienced Cover User
2 years ago
Solved

Change Owner of File

Hi,

 

We have a client who is currently under our account and we want to change this so it is under their name and charged to them instead of us. We will still be the main contact for the file at this stage. How do we do this?

 

Kind regards

  • Doreen_P's avatar
    Doreen_P
    2 years ago

    Hi, cwsnz 

     

    Thanks for your post, and welcome to the MYOB Community Forum.

     

    When sending invoices in a CSV format, AccountRight currently allows its users to export invoices as PDF or printed records. To do this, you can go to File > Import/Export Assistant. From there, you can generate a text file which could be separated by commas. You may also check The Help Article: Exporting data for more information.

     

    Please let us know if you require any further assistance with this. We are happy to assist.

     

    Best regards,

    Doreen

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  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    2 years ago
    Copy LinkReport

    Hi Kegs22 

     

    Thank you for the post. For us to update and charge the file to another person, you need to reach out to our Live Chat or thru our Product Support by going to Contact Us page for security and privacy purposes. But in the future, if you are planning to change the owner of the file, you need to process a Change of Details.

     

    Please let me know if you need further help.

     

    Kind regards,

    Sai

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Hi,

 

We have a client who is currently under our account and we want to change this so it is under their name and charged to them instead of us. We will still be the main contact for the file at this stage. How do we do this?

 

Kind regards

","body@stringLength":"282","rawBody":"

Hi,

 

We have a client who is currently under our account and we want to change this so it is under their name and charged to them instead of us. We will still be the main contact for the file at this stage. How do we do this?

 

Kind regards

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Change Owner of File","moderationData":{"__ref":"ModerationData:moderation_data:814233"},"body":"

Hi Kegs22 

\n

 

\n

Thank you for the post. For us to update and charge the file to another person, you need to reach out to our Live Chat or thru our Product Support by going to Contact Us page for security and privacy purposes. But in the future, if you are planning to change the owner of the file, you need to process a Change of Details.

\n

 

\n

Please let me know if you need further help.

\n

 

\n

Kind regards,

\n

Sai

","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"213","kudosSumWeight":1,"repliesCount":0,"postTime":"2023-05-04T11:22:22.594+10:00","lastPublishTime":"2023-05-04T11:22:22.594+10:00","solution":true,"metrics":{"__typename":"MessageMetrics","views":419},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:Accounting_Software_General/message:814046/message:814233","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"readOnly":true,"editFrozen":false,"body@stringLength":"879","rawBody":"

Hi  

\n

 

\n

Thank you for the post. For us to update and charge the file to another person, you need to reach out to our Live Chat or thru our Product Support by going to Contact Us page for security and privacy purposes. But in the future, if you are planning to change the owner of the file, you need to process a Change of Details.

\n

 

\n

Please let me know if you need further help.

\n

 

\n

Kind regards,

\n

Sai

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