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Update/Edit Deposit Account

Update/Edit Deposit Account

1 - Click into the Project Admin Center Project Admin.
2 - Click on Project Setup and select Inventory Settings

3 - Click on the Deposit Accounts tab.

project settings

4 - Double-click on the Deposit Account detail you want to change.

If you want to change the:

  • Account - Under the Account bar, double-click in the line and change the Account Name.
  • Account Number - Under the Account Number bar, double-click in the line and change the Account Number.
  • Institution Name - Under the Institution bar, double-click in the line and change the Institution Name.

project settings

5 - Click Save.

Note: A red triangle in the upper left corner of an entry indicates the item has not been saved. Once it's been saved, the red triangle will disappear.

Warning: Editing a Deposit Account will permanently change  the information for all Inventory Details and Reports. Any Deposit Accounts that are edited will be updated wherever they are used throughout Lasso, including Inventory Details and related Reports.