PSA Ledgers & Payables - Setup: How to edit the primary bank account name

How to edit the primary bank account name

  1.  Go to Ledger and Payables → Setup.
  2. Select Primary and Subsidiary Bank Accounts.
  3. In the Primary Bank Account dropdown list, select the primary bank account whose name you want to change.
  4. Click Rename to open the Rename Primary Bank Account window. For example:
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  5. In the Primary Bank Account Name field, type the new name of the primary bank account.
  6. Click Save to save the change.

    The name of the bank account is updated in the Primary Bank Account dropdown list.

 

 

 

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