How to Change the Client on an Account

CollectMax allows users to reassign a debtor account to a new client once certain conditions are met.

1. From the debtors account, click the button.

2. Select Client ID Reassignment from the list.

The Change Client Screen will appear.

3. Select the New client from the list.

4. Click the button to see if the account meets the criteria to move the account.

Note: The account must have none of the following items pending:

Unremitted Transactions
Outstanding Trust Balances
Outstanding Credit Balances
Conditional Costs
Unreleased Suit Fees
Open Invoices/Credit Memos
Pending Invoice Items
Pending Checks
Pending Deposits
Documents on the Print List

An OK will be shown in front of any item that meets the criteria. If any of the criteria is not met, the account can not be moved to the new client. Users must delete, remit or post the pending items.

If all criteria are OK, the reassignment validate message will appear.

5. Click the button to continue the process. The protected entry screen will appear.

6. Enter the Master Password.

7. Click the button to continue the process. A warning message will appear.

8. Click the button to move the account to the new client listed on the warning message.