Editing bank account details

To edit bank account details:

1. In the menu, select the Bank Details process:

   

   WX displays the Bank Details page:

   

2. In the Actions column for the account you want to edit select the drop down:

   

   ...then select Edit:

   OR

   Select the Account Name:

   

   ...to display the Account Details view:

   

   Select Edit:

   

   WX displays the edit Account Details view:

   

3. Edit the fields you want to change:

   You can also change the allocation method and value:

4. Select Save.

WX displays the Bank Details detail view with your changes included.