Keep financial information about bundle after switching bundle administrator
This actually works quite well for us and is the main reason we chose WA. The only thing that I think can be confusing is that sometimes we switch who is the bundle administrator but the account information of previous invoices and payments stays with the member not the new bundle administrator – so you can be in a situation whereby clicking on the bundle administrator account doesn’t always tell the whole story financially
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Joanna Straub
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Agreed. I edited the invoices, but then it appears with the original persons name in the origin details in reports and makes aggregating data difficult.
