How an organisation invalidates all mandates at the same time when a customer relationship ends

This example describes a situation in which the customer relationship has ended and the accounting firm simultaneously cancels all the mandates for transactions received from the customer and the mandate to represent granted to the employee for the customer in question.

To invalidate all the mandates of an expired customer relationship at the same time, do the following:

1. Start using the selection basket on Received mandates page.
2. Use the customer name or business ID to search for mandates for transactions you received from the customer shown on the list. 
3. Select the customer and place the party in the selection basket. When you make a selection all valid mandates and incomplete mandate requests of the party will be placed into the basket. 
4. Go to the Granted mandates page. The mandates from the previous page that you have received from the customer and placed in the selection basket will remain in the basket.
5. Use the customer business ID as the search term to search for the employees who manage the customer relationship. You can perform various searches (e.g. certain mandate themes) and place all the mandates that have been granted for handling the affairs of the customer in question in the basket. 
6. Select the employees and place the mandates in the selection basket. Please note that if you place the parties in the selection basket, all the mandates to represent granted to the employee in question will be placed in the basket for invalidation, regardless of the client or search filters.
7. Go to invalidate mandates.
8. Check your selection. The list shows all the mandates for transactions received from the customer and the employees’ mandates to represent that you have placed in the selection basket. At this point, you can delete any mandates that you do not want to invalidate from the list. You can also return to edit the selections already placed in the selection basket.
9. As you move forward, go to the normal mandate invalidation view, where you can make changes to your selections.
10. Finally, invalidate the mandates.