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Applied Users Forums

General Topics => Helpline => Topic started by: Andrew Carrick on June 04, 2010, 04:20:09 AM

Title: Change Agency Code utility
Post by: Andrew Carrick on June 04, 2010, 04:20:09 AM
Anybody used this and are there any issues that I need to be aware of? We are setting up a new Agency and need to transfer some existing business to it.
Title: Re: Change Agency Code utility
Post by: Coral on June 04, 2010, 09:38:50 AM
I used it once years ago. It worked well. I believe you cannot have any open transactions, or accounts will not move.
Title: Re: Change Agency Code utility
Post by: Andrew Carrick on June 04, 2010, 09:41:00 AM
Thanks Coral.
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