How do I assign or change a file number for charges?

You can assign a file number to ungrouped charges or rename an existing file number from the Charges tab.

1. Open the client's Charges tab.
2. Click the ⋮ menu on the file group and choose Edit File Details (or Assign File Number for ungrouped charges).
3. Enter the new file number (e.g. MAG-00152984/25) and confirm.

All charges in that group will be updated with the new file number. You can also drag and drop individual charges between file groups when two or more groups exist.

Note: The pen icon on the group header is a quick rename for the file's nickname only; it never changes the file number.

Tip: The overview tab shows a compact summary of your charges grouped by file number; View All jumps to the full Charges tab.