How to update diarised charges

How to update diarised charges


Follow the steps below to update existing diarised charges on a development or on a client account:

  1. Load the relevant development or client.

  2.  Go to the Diarised Charges tab.

  3. Highlight the relevant diarised charge. Click Amend.

  4. You can now change several details, including the Apportionment/Client or the PL Account/Journal Code:



  5. Click Save and Close.
Idea
Exited clients will not appear in the Client drop-down.


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