Rename a Bank Account

You have a stored bank account that does not have an Account Name

Process

  1. Navigate to Drivers / Finances

  2. Click on Bank icon

  3. Click on the White Check Box icon of the account you want to rename

  4. Click on Edit button

    1. Account Name - enter the new name.

  5. Click on Save button or click on Cancel button to discard the change

  6. Click on Close button and return to the screen