How to edit the Account Manager page

 

  1. Go to Financial and select Accounts.

 

 

  1. The page defaults to the View Mode. You will be unable to edit the existing information in the Accounts or Bank Accounts boxes in this mode.

 

  1. Go the box labeled View Mode and click on drop down arrow and select Edit Mode.

 

  1. The page will refresh and text in the two boxes will no longer appear grayed out.

 

5. You are now able to make changes to the text in either box. Once you have modified the information, click Save Changes.

 

 

What’s next?

How To Create A New Bank Account?

How To Create A New Account?

Accounts vs. Bank Accounts