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Editing a Profile |
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ACH Universal > Working with Profiles > Editing a Profile Overview
It may be necessary at some point to edit a profile for a customer, employee, or vendor. For example, if their email address changes, or any of their bank account information changes. Follow the steps below to edit a profile.
From the main menu, select Edit, then Add/Edit Profiles - Customers, Employees, and Vendors.
Select the profile you want to edit, then click the
Update the fields as desired. Click Save when finished.
Page url: http://www.treasurysoftware.com/Help_ACH_Universal/index.html?profiles_editing.htm |