How to change compliance periodicity like quarterly to monthly

[adarshmadrecha]

Suggested by Vinayaka NL

If there is change in the compliance periodicity for a client due to change in the law/rules, how to update the same in Jamku?
How to edit Periodicity of Compliance?
I made an error in creating Compliance. How do I modify the Periodicity?

[adarshmadrecha]

Compliance periodicity cannot be changed once it's created.

If you wish to change the compliance periodicity for a client:
(example from 1st April 2021 it's changing from Quarterly to Monthly)

1. Update the existing compliance's end date to 31st March 2021.
2. Create new monthly compliance for that client with start date as 1st April 2021

You can do this in Bulk (check out below FAQs for the same)

1. How to change compliance details for all clients in one click #604
2. How to add compliance for multiple clients in one click #622