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