Rolf
07-09-2009, 12:48 PM
Select Browse > Assign leads from the menu in AuditMate.
On the list of accounts find the account you want to split.
Click on the Split Acc button at the bottom of the screen.
The account will have been split with the current and prior year balance now showing in different accounts.
Assign the old and new account to the leads as required.
On the list of accounts find the account you want to split.
Click on the Split Acc button at the bottom of the screen.
The account will have been split with the current and prior year balance now showing in different accounts.
Assign the old and new account to the leads as required.