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.

 

Report Creator Profiles

 

Select the profile you want to edit, then click the Edit button button at the bottom of the screen.

 

Edit Profile screen

 

Update the fields as desired.  Click Save when finished.

 

 

 


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