Update accounts

You can update the following details of an account:

• General details: Name and custom properties
• The list of ledgers associated with the account

To update the general details of an account:

1. Open the account detail view using the steps in View the account details.
2. Click Edit account.
3. Update the account as required. You can update the:
   • Account name
   • Custom properties
4. Click Submit for approval and sign the operation with the app.

To add new ledgers to an existing account:

1. Open the account detail view using the steps in View the account details.
2. Click Add ledgers. Available ledgers are displayed.
3. Select the ledgers you want to add.
4. Click Submit for approval and sign the operation with the app.