Changing masterfile codes

If you need to tidy up and reorganise your masterfile codes then follow these simple steps to change your codes (and retain the history). Whenever you change a code, all related details and transaction files are also updated.

To change a customer, supplier or product masterfile in Attaché Accounts choose Tools | Company | Utilities and select the desired task, such as Change Product Code.

The software will remind you to take a backup before continuing.

In the Old Code field, enter the code you wish to change. In the New Code field, type the new code you wish to use. (The new code must be unique). Then choose Accept (F9).

You can also change employee codes in Attaché Payroll. Choose Masterfiles | Payroll | Employee Details | Change Loc/Employee Code.

To change many codes consider using Key File Import