If you need to update a client's business or registered name in Bright Accounts Production, you can make the change through the Compliance Database.

Step 1: Check the accounts status

Before changing the client name, open Produced Accounts and check the status of the accounts.

The accounts must not be in either of the following statuses:

• Ready for Signing
• Closedown

These statuses lock the Compliance Database and prevent changes from being made.

If the accounts are in one of these statuses, you may need to change the status before you can update the client details.

Step 2: Open the client name details

Go to:

Compliance > Client Details > Names

(Important: Select Names, not General Information.)

Step 3: Update the client names

From the Names section, you can update the relevant:

• Business Name
• Registered Name

Enter the new name and save your changes.