• Accounting CRM

How To: Hand over work

Updated: Apr 6

If you want to hand over all of an accountant's clients to another staff member:

  • Go to the Accountant table

  • Select the record containing the accountant you want to replace

  • Under 'hand over all work to' select the accountant that will be taking over.

  • Save

All active and new tasks will now go to this accountant. All archived tasks will still be under the old accountant's name.


Recent Posts

See All