Hand over work

You can re-assign tasks from one accountant to another in three ways:

1. Hand over a single task

2. Hand over all future tasks for one client

3. Hand over a staff member's entire portfolio

1. Hand over a single task

To hand over a single task to another accountant:

• Go to the task table

• Select the task

• Choose the accountant that will be taking over the task, from the Accountant dropdown.

The reminder in the All Tasks Due Detail table will also change to the newly assigned accountant.

2. Hand over all future tasks for one client

You can hand over all future work from one accountant to another.

To do this:

• Go to the Client table

• Select the client whose tasks you want to re-assign

• Scroll down to the Roles section

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• Select the accountant who will be taking over from the applicable dropdown.

Roles Explained

• Accountant: Any staff member assigned as an accountant will be responsible for all tasks for the client unless another role is selected. Other selected roles will replace the accountant for that specific client and task department.

• Accounting Role: This staff member will be assigned as the accountant to this client for all tasks under the Accounting group (grouping can be viewed in the left navigation in the app)

• CIPC Role: This staff member will be assigned as the accountant to this client for all tasks under the CIPC group (grouping can be viewed in the left navigation in the app)

• Financials Role: This staff member will be assigned as the accountant to this client for all tasks under the Financials&Tax group (grouping can be viewed in the left navigation in the app)

• HR Role: This staff member will be assigned as the accountant to this client for all tasks under the Payroll group (grouping can be viewed in the left navigation in the app)

• Tax Role: This staff member will be assigned as the accountant to this client for all tasks under the Tax group (grouping can be viewed in the left navigation in the app)

*This will re-assign all future tasks but will not re-assign the current tasks.

To reassign current tasks as well:

• Click on the checkbox to the left of the client record.

• Go to Actions

• Assign as per client.

3. Hand over a staff member's entire portfolio

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

• Go to the Accountant table

• Select the record containing the accountant you want to replace

• Under 'Reassign All Clients & Tasks to' select the accountant who will take over the work.

• Save

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

To remove the rights of the accountant who is leaving, please refer to this post.