Reassign accounts

You can move accounts from one vendor to another on the Reassign Accounts tab.

Examples of when to move accounts

• Are duplicate vendors created and now need consolidated?
• Is an account incorrectly assigned to a vendor?

Steps to reassign accounts

In the Vendors and Rates module, select the vendor and then click the Reassign Accounts tab.

1. Choose the new vendor from the drop-down.
2. Select the account(s) to move.
3. Click Move Selected Account(s).

What happens after you move the account

• The rate is automatically created if it doesn't exist on the new vendor.
• Updates existing bills to reflect the new vendor.