Article ID: 20945

<!--Product families-->
<div style="display: none;" data-swiftype-name="productFamily" data-swiftype-type="enum">Accountants Office Suite</div>
<div style="display: none;" data-swiftype-name="productFamily" data-swiftype-type="enum">Accountants Enterprise Suite</div>
<!--Countries-->
<div style="display: none;" data-swiftype-name="country" data-swiftype-type="enum">Australia</div>
<div style="display: none;" data-swiftype-name="country" data-swiftype-type="enum">New Zealand</div>
<!--Product capabilities-->
<div style="display: none;" data-swiftype-name="productCapability" data-swiftype-type="enum">AO Practice Manager (AU)</div> 
<div style="display: none;" data-swiftype-name="productCapability" data-swiftype-type="enum">AE Practice Manager (NZ)</div> 
<div style="display: none;" data-swiftype-name="productCapability" data-swiftype-type="enum">AE Practice Manager (AU)</div>

ARTICLE LAST UPDATED: 15/08/2017 1:00:00 AM

1. Open the client, click the Main tab and then Edit client detail option on the Tasks bar. The Amend Client Name window appears.

2. Edit the client name and/or code as appropriate and click OK to save the changes.

AO sites use Windows Explorerview by default.

For AE sites, to check which view you use, go to Maintenance > Documents > Document Storage Settings.

1. Unlink the documents:

   1. Open the client and go to the Documents tab.

   2. Highlight the document you want to unlink and click on the Delete or Delete document option on the Tasks bar, depending on your version. The Remove Document window appears.

   3. Select No to delete the link only.

   4. Repeat these steps to remove any other linked documents.

2. Make your amendments:

   1. Open the client, click the Main tab and then Edit client detail option on the Tasks bar. The Amend Client Name window appears.

   2. Edit the client name and/or code as appropriate and click OK to save the changes.

      UI Text Box
      type note
      If there are many documents linked to a client code it is recommended that you change the client name only and do not change the code.

3. Re-link the documents:

   1. Open the client and go to the Documents tab.

   2. Click on the Attach Link or Add link option on the Tasks bar, depending on your version. The Open window appears.
   3. Browse to the document you want to link and click Open. The document link is added to the table of documents.

   4. Repeat these steps to link any other documents.

1. Make your amendments:
   

   1. Open the client, click the Main tab and then Edit client detail option on the Tasks bar. The Amend Client Name window appears.

   2. Edit the client name and/or code as appropriate and click OK to save the changes.

2. If the folder name is based on the client code, change the client folder name on the network.
   
   1. Browse to the folder in File Explorer and rename the folder. For example, if the folder name is based on the client code, change the folder name from ANDER99 (old client code) to ANDERJT (new client code).
3. If you changed the folder name in Step 2, change the documents folder location for the client in AE/AO (if applicable):
   1. Click the Documents tab under the client and note the Client documents folder at the bottom of the tab.
   2. In the Documents tab, select Change Documents folder, update the path to the new location and click Ok.