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Editing an Existing Financial Account

K. Romeo Aug 22, 2025
Editing an Existing Financial Account

 

To Edit an existing financial Account
 

  1. On Main Menu, click or mouse over Payments
  2. Navigate to All Financial Accounts and select
  3. From list, choose which Financial Account you want to edit
  4. Click the edit icon in the actions column
  5. Edit Financial Account window will open
  6. Edit details of the Financial Account
  7. Select Submit

 

Screenshot of editing Financial AccountsScreenshot of editing Financial Accounts 2

 

 

Screenshot of editing Financial Accounts details

 

 

 

 

 


About the author
K. Romeo writes practical ERP and operational workflow guides for SMEs in trading, retail, and multi-branch businesses. The focus is always the same: reduce manual work, increase visibility, and protect margin.