Articles on: Settings

Editing Financial Accounts

Want to change the information on a financial account? This article will break down how to do just that.

Editing Financial Accounts
To edit a financial account, start by opening the 'Accounts' page. This page can be reached by clicking the settings icon on this navigation bar, selecting 'Company Settings', and then tapping 'Accounts' from the list on the left.



Then, proceed by clicking the yellow edit icon that corresponds with the record you wish to alter. On the 'Account' pop-up, make any changes, then click 'Save'.

Updated on: 07/28/2018

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