Edit Bank Account

You can make some basic changes to a Bank Account information anytime and it is simple too.


1. Go to Accounts and click Bank Accounts.




2. Go to the account you want to make changes to and click the Edit.







4. Once you click Edit, it will take you to the editable section of the bank account where you can make the desired changes.

Please note Currency cannot be edited.


5. Once the changes are made, click Update.





Please note

  • Fields with a yellow background is a required field and can be edited.
  • Fields with a grey background cannot be edited.
  • Fields with a white background are optional.
  • Bank Account cannot be deleted once a transaction occurs.



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