How to Change an Account Display Name

How to Change an Account Display Name

To Change an Account Display Name:

Click on Clients on the left side menu to go to the Clients page

Click on View Client Details in the pencil menu for the client

A slideout window will appear

Click on the pencil next to the account you want to modify (in the Accounts section of the slideout window)

Change the Display Name

Save

Save for the Current Period