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How to edit details of an account

This article outlines how to edit the details of a bank or investment account in Asora, including fields such as name, currency, account type, and more.

Editing via the Account Card

Follow these steps to edit account details:

  1. Open the Account Card:
    1. Click on the Universal Search button (🔍).
    2. Filter the results by selecting Accounts.
    3. Select the specific account you wish to update.
  2. Enter Edit Mode:
    1. On the top-right corner of the account card, click the three-dot menu.
    2. Select Edit from the dropdown.
  3. Make Your Changes:
    1. Update any editable fields such as Name, Currency, Type/Subtype, and more.
  4. Save Your Changes:
    1. Click Save to apply and store the updates.

Watch the video below for a step-by-step walkthrough of this process:

 

Alternative: Editing via Datahub Tables

You can also update account details on Datahub > Financial > Accounts with the following options:

  • Inline Edit: Make quick, single-field changes directly in the table view.

  • Bulk Edit: Modify multiple records at once for efficiency.

Both methods provide flexible options for managing account data at scale.