Editing bank account details
To edit bank account details:
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In the menu, select the Bank Details process:
WX displays the Bank Details page:
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In the Actions column for the account you want to edit select the drop down:
...then select Edit:
OR
Select the Account Name:
...to display the Account Details view:
Select Edit:
WX displays the edit Account Details view:
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Edit the fields you want to change:
You can also change the allocation method and value:
-
Select Save.
WX displays the Bank Details detail view with your changes included.