Unassign a Financial Document from a Job

  • Updated

This article provides a guide on how to use the 'Unassign Job' icon on financial documents. This feature is particularly useful when a financial document has been incorrectly assigned to a job and needs to be reassigned, while still retaining the document's information and reference number.

Unassigning a Financial Document

The process of unassigning a financial document from a job in BigChange is straightforward and can be done in a few simple steps.

  • Navigate to the [Top menu] CRM
  • Select [Side menu] Financial Documents
  • Locate the financial document in the list
  • Edit
  • Select the 'Unassign Job' (icon). This will remove the financial document from the job.

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Reassigning the Document

Once the financial document has been unassigned, it can be reassigned to the correct job. To do this:

  • Navigate to the [Top menu] CRM
  • Select [Side menu] Financial Documents
  • Locate the financial document in the list
  • Select the 'Assign to Job' (icon).

unassign2.png

You can now assign the financial document to the correct job by select the correct option on the Assign to job (popup).

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Conclusion

The 'Unassign Job' button in BigChange is a handy feature that allows for easy correction of mistakes in document assignment. It ensures that no information is lost in the process and that continuity is maintained through the retention of the document's reference number. Remember, mistakes happen, but with BigChange, they can be easily rectified.