1. Accounting
  2. Banking
  3. Financial Institution Records
  4. Modifying Financial Institution Records

Modifying Financial Institution Records

You can modify fields and add additional format profiles to existing financial institution records.

Note:

If you are using the provisioned financial institution record from the Bank Feeds SuiteApp, you cannot modify any fields. However, although the record is bundled with two format profiles, you can add additional format profiles.

To modify financial institution records:

  1. Go to Setup > Accounting > Financial Institution > List.

    The Financial Institutions page appears.

  2. Next to the financial institution record you want to modify, click Edit.

    The Financial Institution page opens for editing.

  3. For a financial institution record you’ve created, you can modify the following:

    • Financial Institution field

    • Description field

    • Inactive box for the financial institution record

    Note:

    To modify or add format profiles, the financial institution record must be in View mode.

  4. Click Save.

Related Topics

General Notices