How to update ownership of a Net Account through the UI

Modified on Wed, Feb 9, 2022 at 9:59 AM

To update ownership on a net account through the User Interface, first make sure that you're in the Period that you want to make the change in.  Then, go to Accounts > Account Ownership, type in the exact name of the Net Account to be updated and click on Search + Mass Change to change all of the accounts at once or Search + Bulk Change to change the accounts one by one.


ART will pull back all of the accounts in that Net Account so that they can be updated.  Check the checkboxes to the left of the accounts to be updated.  Then select the attribute to be updated.  In this example, we are adding a Backup Preparer.  Then start typing the name of the person who should be added as the Backup Preparer and ART will allow you to click on that name.  Then Save.



Ownership has now been updated.

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