Why am I unable to change the status/time of an appointment?

If you have raised an invoice for an appt and marked it as paid you will not be able to:

  • change the date/time of the appointment
  • change the appt type
  • delete the appt

We do this for your protection so that your diary matches the information on the associated invoice. If we didn't do this HMRC would likely to take a dim view of your record keeping.

Example: HMRC audit your invoices and do a simple x-check between the appointments listed on one of your invoice and your diary. A discrepancy between what's on the invoice and your diary will give cause for concern at the very least and may prolong your audit - not something you want, rest assured!

When you click on an appointment in the diary a window will appear where you can edit/update the details of the appointment, see below:

As a result of this safeguard the edit appointment panel will look like this:

Delete_appt.png

Where the time and date can't be altered. The "More Options" and "Delete" buttons have been hidden.

These constraints cannot be over-ridden but you do have the option to change the status of an invoiced appointment by adjusting a setting. The following article explains:

How do I change status of appointments that have been invoiced/paid?

Having done this you will be able to adjust the status of the appt via the Activity List

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

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