Forum Discussion

TSmith98's avatar
TSmith98
Contributing User
5 years ago
Solved

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
    5 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
5 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

FAQs

Australian Tax FAQ's (DESKTOP + ONLINE)

Hello everyone!  We've collated a list of frequently asked questions users have posted on the Forum for your convenience. Check them out below! GENERAL What do I need to do before starting a ne...

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.