Breadcrumbs

Amending an existing assignment

Accountants Enterprise only

To edit existing assignment details

  1. Find and open the client. See Finding and opening clients and contacts. The Client page opens.

  2. Click the Assignments tab.

  3. Double-click the assignment Name that is to be edited. The Assignment Details page opens on the Home tab.

  4. Click the Main tab.

  5. Click Amend assignment on the Tasks bar. The Amend assignment window opens.

  6. Edit the assignment Name and/or Code for the assignment.

  7. Click OK to save the changes and close the Amend assignment window.