Guides

Editing Account information

To edit the information of an Account, follow these steps.

Suggest Edits
  1. Navigate to the Accounts tab on the Ledger information page, find the Product that you want to edit, click the three dots ( ) from the Actions column, and select Edit (figure 1).
Figure 4. The option to edit an Account on the Actions menu.

Figure 4. The option to edit an Account on the Actions menu.


  1. The Edit Account form will open on the right side of the screen.
  2. Edit the information as needed and click Save.
    1. You can only edit the name of the account and the metadata information.

Updated 22 days ago