Modify an Account

<<  Opening an Account

Open Accounts Window

  • Click on the ‘Banking’ tab on the Form Selection toolbar on the far left side of the screen.
  • Click on the ‘Accounts’ link below the Banking sub-menu beneath the tabs on the far left side of the screen to invoke the Accounts screen (shown below).

Modify Account

  1. Single click on an account on the Accounts screen grid (shown above) and click on the ‘Edit Item’ button at the bottom of the screen.
  2. Make the necessary changes in the account information fields (only ‘Description’ and ‘Status’).
  3. Click on the ‘Save’ button.

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