Renaming a Trust Account

Overview

This Tutorial will walk through the steps to rename a trust account.

Steps:

  1. From the Navigation Pane select MISCELLANEOUS. 

  1. Under Micellaneous select Manage Firm Settings and Manage Trust Accounts.

  1. Select the Edit button at the right side of the account you want to rename. 

  1. Type the new name of the account, then click Save.

  1. Click OK to confirm the changes.