Edit Account Code

Edit Account Code

To edit an account code, click on “Configuration” & select “Account Code”; then, hover over the Action icon to the left of the account code, & select “Edit”. Make changes as needed; then, click “Save”.  

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    • Add Account Codes

      To add an account code, click on “Configuration” & select “Account Code”; then, click the “+” in the upper/right. Enter the code and description for the account code. Click “Save” at the bottom of the page. 

    • Inactivate/Delete Account Code

      To inactivate/delete an account code, click on “Configuration” & select “Account Code”; then, hover over the Action icon to the left of the account code, & select “Delete” or “Make Inactive.”    An account code cannot be deleted if it is associated ...

    • Edit User Account

             To edit a user, click on “User Management” & search for the user.  Next, hover over the Action icon to the left of the user, & select “Edit”.  Make changes to the Profile section as needed; then, click “Save”.     

    • Edit User

             To edit the User on an account, click on “User Management” & search for the user’s account.  Next, hover over the Action icon to the left of the user, & select “Edit”.  Make any necessary updates and click “Next.”  If Additional Information is ...

    • Edit Age Category

      To edit an account code, click on “Configuration” & select “Age Category”; then, hover over the Action icon to the left of the age category, & select “Edit”. Make changes as needed; then, click “Save”. 

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