Editing Accounts
  • 15 Aug 2020
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Editing Accounts

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You can only edit deposit accounts' terms and conditions when the account isn't active yet. After accounts are approved and in the Active state, only the name, notes and custom fields can be changed.

To edit an account:

  1. Open the deposit account.
  2. On the right hand side of the screen, click on More > Edit Account.
  3. Make the changes (edit the Name, Custom fields or Notes).
  4. Click on Save.

Edit Deposit Account after the Approval of the deposit

To add a custom field:

  1. Open the deposit account .
  2. On the right hand side of the screen, click on More > Add Field.
  3. Enter the field name and its value.
  4. Click on Add Field.

Add field option and Add field pop-up


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