Retaining records between two files
Hi all, We have a client with some complicated file history, and I'm looking to try and retain records while moving forward with a single company file. We had one file under branch number 001...
Forum Discussion
Hi becktee,
This one’s a bit tricky! The best move is to give our team a buzz through our virtual assistant MOCA, or send a support request through MyAccount directly. Let them know which file got the full payroll history and which one has all the invoice attachments. Give them the file details and ask to have everything popped back together into your main 001 file. That’ll make sure all your records end up in one spot.
Cheers,
Shella
Hi Shella,
Thanks so much for your response! We've now contacted the team by phone and unfortunately they said they couldn't do anything about the issue. Is there any other avenue we could try?
Hi becktee,
Thanks for letting us know what’s happened so far. For anything more in-depth, it’s best to reach out directly to our team. You can log a case through MyAccount and make sure to include as many details as you can. Once you’ve got your case number, pop it over to me in a private message. I’ll track your case personally and make sure our team follows up, so nothing slips through the cracks.
Cheers,
Princess
