Editing bank account details

To edit bank account details:

  1. In the menu, select the Bank Details process:

    Screenshot: finding bank details in the navigation menu

    WX displays the Bank Details page:

    Screenshot: Bank Details process detail view, showing three bank accounts

  2. In the Actions column for the account you want to edit select the drop down:

    Screenshot: The actions pulldown for a bank account

    ...then select Edit:

    OR

    Select the Account Name:

    Screenshot: Selecting a bank account for editing by selecting its name

    ...to display the Account Details view:

    Screenshot: Bank account details view

    Select Edit:

    Screenshot: Edit button on the bank account details page

    WX displays the edit Account Details view:

    Screenshot: Bank account details for editing

  3. Edit the fields you want to change:

    You can also change the allocation method and value:

  4. Select Save.

WX displays the Bank Details detail view with your changes included.