How to edit or change account level descriptions or program descriptions
Click here for an example of how account level descriptions appear on statements.
- Go into Setup → Define Account Code Levels
- Click Define Levels
- Select the level you want to change.
- In Quick Find, enter the current title you want to change and bring it up.
- Update the title to your new title and submit.
The following is an example of how the Account level descriptions show on a statement.
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