You can change the client a document is assigned to.
If you have accidentally assigned a document to the wrong client, and the status of the document is Complete, you will not be able to change the client. You will need to:
Save the file to the correct client.
Delete the file that was saved to the incorrect client.
If you have accidentally assigned a document to the wrong client, and the status of the document is In Progress, you will need to:
Select the required document record from the search results on the Analyse Documents page, Find Documents page or a Documents tab.
Select Properties on the Tasks bar.orSelect Properties from the right-click menu. The Document Properties window with the selected document's reference number opens.
Select the Details tab.
Click the ellipsis adjacent to the Client/Contact field. The Find Clients window opens.
Select the correct client.
Click OK. The Find Clients window closes. The Document Properties window updates with the new client details.
Click OK. The document is now saved with the correct client.
Searching and viewing documents
Creating new documents
Viewing and editing document properties
Printing to PDF Manager
Checking in and checking out
Viewing a document audit trail
Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.
We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.
e.g. How to delete an invoice.
Just the online help, not phone support or the product itself.
Copyright © 2018 MYOB Technology Pty Ltd. All rights reserved.This help topic is provided as a guide only, in accordance with our Legal Disclaimer. For specific taxation or accounting advice, please consult the relevant tax authority or regulator.