Delete Batch Sort View Messages

Accountants Enterprise only

Change PMA Matters Attached to the Selected Client(s)?

This message displays if Central Database is integrated with Practice Management Accounting (PMA) via the CDS Control Record 'Ledgers' option and you have selected the sort view Partner or Manager.

Change defaulting

If this option is selected, any matters in PMA that have the old Partner or Manager code will be updated.

Change all

If this option is selected, all PMA matters will be updated regardless of whether they have the old Partner or Manager code.

Skip

If this option is selected, PMA matters will be ignored.

Update Partner (Manager) For Attached Returns?

This message displays if Central Database is integrated with Tax via the CDS Control Record 'Ledgers' option and you have selected the sort view Partner or Manager.

Change defaulting

If this option is selected, any returns in Tax that have the old Partner or Manager code will be updated.

Change all

If this option is selected, all returns in Tax will be updated regardless of whether they have the old Partner or Manager code.

Skip

If this option is selected, returns in Tax are ignored.