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How to rename Company Account Names

  1. Select Administration from the top menu bar.

  2. Click ‘Set Company Preferences’ from the left-hand sub-menu.

  3. Enter the Account Name field and type the desired name beside the corresponding account number.

  4. Click on Save.

    Note:

    • A Save & Continue button will be displayed if your company has more than 100 accounts registered.
    • If the Approval Required for Administrative Changes preference has been selected by your company:
      • Save will be renamed Save OR
      • Save & Continue will be renamed Next.

  5. Click Done if you were required to click Save & Continue or Next.

Your request to rename your accounts will then be confirmed.

Note: special characters such as % # * ' @ cannot be used when renaming your accounts.

IMPORTANT: If your company has elected to set the security preference ‘Approval Required for Administrative Changes’ a Company Account name is not renamed until the Add User function is approved in the Approve Admin Changes page.