Q. How do I change the balance date on an existing job?

A. On the home page (where all the jobs are listed) there is an edit button at the right side of the client name (a little pencil icon - highlighted in yellow below).


Click on that and you will see a place to reset the year end date.


Once you have updated the date, select save. 

This page is also used for updating the client name, changing job type and deleting jobs


Have more questions? Submit a request