Editing Accounts

Updated On 26 Jun 2023
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Article summary

Deposit account terms can only be edited before the account is active. Once approved and active, only the name, notes, and custom field values can be changed. To edit an account, open it and click on "More" then "Edit Account" on the right side. Make changes to the name, custom field value, or notes, and save. To add a custom field value, open the account, click on "More," then "Add Field" on the right side. Enter the custom field name and value, then click "Add Field."

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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 field values can be changed.

To edit an account:

Open the deposit account.
On the right-hand side of the screen, click on More > Edit Account.
Make the changes by editing the name, custom field value, or notes.
Click on Save.

Edit Deposit Account after the Approval of the deposit

To enter a value for a custom field definition:

Open the deposit account .
On the right-hand side of the screen, click on More > Add Field.
Enter the custom field definition name and its value.
Click on Add Field.

Add field option and Add field pop-up

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What's Next

Closing Accounts