Merged client details

General

Clients of class Client or Prospect can be merged with other clients of class Client or Prospect.
Clients of class Administrative can only be merged with other clients of class Administrative.

If Client A is active and Client B is inactive, all of client A’s engagements become inactive.
If Client A is active and Client B is inactive, all open schedule items (including projects and tasks) are canceled, except for scheduled phone calls.

Practice CS retains Client B’s information and deletes Client A’s information.
Referred by
field.
Other clients referred by Client A are now referred by Client B.
Clients referred by Client A’s primary contact are now referred by Client B’s primary contact.

Practice CS deletes Client A’s primary contact.
If a deleted contact was also a preferred and/or billing contact for another client, Practice CS uses that client’s primary contact as preferred and/or billing contact.
If a deleted contact was also an additional contact for another client, Practice CS replaces the additional contact with Client B’s primary contact.
Practice CS adds preferred contact, billing contact, and additional contacts from Client A as additional contacts for Client B.
Other clients referred by Client A’s contact are now referred by Contact B’s contact.

Engagements assigned only to Client A are changed to Client B’s engagement.
Engagements assigned only to Client B are unchanged.
If an engagement is assigned to both Client A and Client B, Practice CS retains Client B’s engagement setup and deletes Client A’s engagement setup, including rates, recurring bills, surcharges, links, and custom fields.

All of Client A’s projects are merged with Client B’s projects.
Client A’s projects are unchanged except for the assigned client.
Client B’s projects are unchanged.
If a project for Client A is assigned to an engagement that is already assigned to Client B and the project has the status of inactive for that engagement, then Practice CS cancels Client A’s open projects for that engagement.

If Client A was a parent to other clients, then Client B is the new parent to those clients.
If Client A was a subsidiary to other clients, the parent/subsidiary relationship is lost.
Practice CSretains all of Client B’s information and deletes all of Client A’s information, including billing instructions, A/R options, invoice & statement delivery, and saved credit cards and bank accounts.

Client A’s client links and custom field values are deleted.
Client B’s links and custom fields are unaffected.

Client A’s notes are deleted.
Client B’s notes are unaffected.

Time and expense entry

Client A’s time and expense entries transfer to Client B, including links and custom fields.
Transferred amounts are marked as overridden to prevent recalculation.

Remote entries in Client A’s Integrated Entries tab transfer to Client B.
Remote time entries transmitted for Client A after merging produce a “client not found” message on the Integrated Entries tab.

Billing

Invoices for Client A are transferred to Client B, including links, custom fields, and changes made in Compose.
Invoices in Client A’s Integrated Invoices tab are not updated for Client B and need to be sent again from UltraTax CS.
The following rules apply when Client A has invoices printed to NetClient CS.
If Client A’s billing contact is not the primary contact, then the billing contact is transferred to Client B along with portal information.
If the billing contact is the primary contact, then the contact is deleted.
All invoices remain in the existing portal.

Accounts receivable

Receipts for Client A transfer to Client B.
Pending receipts for Client A in the Integrated Receipts tab are deleted.
Pending receipts for Client B in the Integrated Receipts tab are unaffected.
Accepted credit card receipts for Client A transfer to Client B.
Pending credit card receipts for Client A transfer to Client B and can be resubmitted.
Credit card receipts for Client A that were declined due to error are transferred to Client B and can be resubmitted.
Saved credit cards and bank accounts for Client A are deleted.

If service charges for merged clients are posted on the same date, they are combined.
If Client A and Client B use different service charge rates, any of Client B’s service charges that are comprised of service charges merged from Client A are marked as overrides.

Other items

Interactions for Client A are transferred to Client B.
Practice CS replaces the contact for merged interactions with Client B’s primary contact.
Client B’s interactions are unaffected.

Client A’s schedule items are transferred to Client B.
Client
field is changed to Client B.
Transferred items include assigned staff, calendar entries, and all types of custom fields and links.
With Contact
field for scheduled phone calls is changed to primary contact for Client B.