For any client who exists on BrightAccountsProduction and is linked to a BrightBooks subscription managed by the client it is important to be aware of any actions taken by the client to remove the data.

This is extremely important as your client data in Accounts production is built on the back of that data. If the client was to delete their business or cancel the subscription it would also result in the removal of the client on Accounts production as the database it is built on is being deleted.

To make this easier to manage, you will see the below text within your client names if any cancelations do happen from Brightbooks so you may follow-up with the client to confirm next steps. Any business in this position will be presented at the top of your client list.

“Scheduled for deletion on DD/MM/YYYY”

After you have spoken to the client, what you do next will depend on the situation.

1. The client marked the business for removal in error

In this case the client can simply log back in to Brightbooks to cancel the remove request and keep the subscription active.

2. The client missed payments but intends on keeping the subscription

The client who owns the subscription should contact our payment team to resolve this.

3. The client marked the business for removal intentionally but I want to keep my Accounts Production figures

Multiple options for this scenario are available

• If you wish to retain the bookkeeping transactions the client could transfer ownership of the subscription via Brighthub. This means you will incur the cost of the Brightbooks subscription
• If you do not wish to incur the subscription fee you will need to export your information and create the client again on Accounts production (not linked to Brightbooks)

If you have further questions on any of the scenarios listed you can contact the support team on 01 4940580 or brightapsupport@brightsg.com