How to Ignore an Assigned Account
To Ignore an Assigned Account
- Click on the gear icon at the top right
- Click on Account Assignment
- Click on the unassigned or assigned tab on the left
- Click on the magnifying glass and type in the account number or client name
- Check the box next to the account on the left side
- Check the box next to the account on the left side
- Click Ignore
You will see a confirmation the account has been ignored