1. Finance Guide
  2. Refreshing CASA Financial Account Information

Refreshing CASA Financial Account Information

Use the following procedure to refresh CASA financial account information.

To refresh CASA financial account information

  1. Navigate to the Financial Accounts screen, then the Financial Accounts List view.

  2. In the Financial Accounts list, drill down on the financial account with Type as CASA.

  3. Click the CASA view tab and then the More Info link.

  4. Click the Refresh button.