How do I cancel a client termination?

There may be various reasons you want to reverse a client termination; here's how.

There may be various reasons you want to reverse a client termination; such as, but not limited to: 

• You made a mistake and didn’t mean to terminate it
• Your client may have decided not to churn from your firm 
• You need further assistance supporting the bookkeeping of your client and you learned Botkeeper can provide the service 

Regardless of the reason it is advisable to reach out and discuss the change with your accounting manager to ensure it doesn’t negatively impact your contract.

Note: you can only cancel a client termination within 90 days after the termination date. To calculate the final date a client can have their termination canceled, take the termination date and add 89 days.  For example, if the termination date is January 1, 2024, then the last date you can process a client termination cancellation would be March 30, 2024.

To cancel a client termination take the following steps:

1. From the Partner view, click on Portal Manager
2. Click on the Clients tab; if you are not defaulted there
3. Click on the client name you would like to terminate
4. Click on the View Scope button in the upper right corner
5. When the scoping tool window appears, click on the Action button
6. Select the Cancel Termination option in the drop down
7. A Cancel Termination popup window will appear: 
   1. Enter your Signature for acknowledgement to cancel the termination
8. Click the Cancel Terminate button

You have now successfully canceled the termination of your client from your Partner portal.