Need to amend MYOB AE client code
Hello Could somebody please tell me how to amend a client code in MYOB Accountants Enterprise? We have 6 large entities which used to be owned by a partnership, but are now owned by just one of ...
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You cannot edit the code ont eh main details tab, as you mentioned it is greyed out, however if you select "Edit client detail" from the task bar on the side and you can change the code in the pop up winwdon. See the screenshot below, you can see it was originally DUMMYSF1 and we changed to DUMMYSF (without the 1)
What you then need to do it change the properties of the tax return to the same code. The client code will have updated to the new code but the return code needs to be updated. Likewise you may need to update the PDF password.
The one thing you cannot do is change the return code for any returns that are completed (but if you uncompletely them you can change it), you cannot change any that are lodged.
I hope this helps
Regards
David
