How to Change Basic Booking Information


Step 1

When a booking is already created and you need to edit either:

  • The client
  • Project
  • Who it was booked by
  • Who the booking is viewable by
  • The department
  • The create date

Click on the pencil icon next to the Dept.

Step 2

Click YES on the pop-up message that follows.

Step 3

The window that allows you to change this information will then pop up.
*NOTE: However, you can’t change the create date if an accounting record has already been created. The Ok button in that case will be grayed out.