Editing a Case

How to amend and manage a case in Barrcloud

To change details of a case from the Home screen click on Cases & Firms

Highlight the case that needs to be edited and click on Change Case Details

This will bring up the case in which the details can then be changed as needed

To delete a case from the Home screen click on Cases & Firms.  Find and highlight the case that needs to be deleted and click on the Void button

A case can only be deleted if there are no transactions attached to it