Forum Discussion
Hi Princess_R
Thank you for the reply.
If these two client files are not on my account, how do I log the case? Do I include the file name and serial number?
Appreciate your help.
Kind Regards,
Fiona
Hi FionaLeungHCG,
Thank you for your reply.
Typically, only the primary contact or owner of the account can request and authorize a cancellation. However, since you're the accountant for the file, I'll look into this further for you to help you proceed with the cancellation.
I'll reach out to you via private message to gather some information. Please check your Community forum inbox, and we'll continue to address your concern.
Cheers,
Princess
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