Mass Account Client Change

This feature allows users to reassign all the debtors from one client to another client.

From the menu bar in CollectMax, select Maintenance, Mass Account Client Change

to display the Mass Account Client Change Screen.

• Select from the list the Client that is currently assigned to the accounts to be changed.  
• Select from the list the New Client to be assigned to the accounts.
• Of the accounts under this client, users can narrow down the accounts by an account number range. If an account under this client does not have a debtor number within this range, it will not be reassigned.  
• Select to do a Preview or Final.  Note: JST recommends previewing before finalizing.  
• Click the button to reassign the accounts.

If the account has one of the following conditions outstanding then the account will not be reassigned:

Unremitted Transactions

Trust Balance

Credit Balance

Conditional Costs

Unreleased Suit Fees

Open Invoices/Credit Memos

Pending Invoices

Pending Deposits

Print List Items

An exception report will be generated for the account that are not reassigned.