Edit Creditor Information of Finance Accounts

Use Finance Account Approval in the Approval submodule in the Tasks module to edit the creditor information of selected finance account records.

To use Finance Account Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To edit the creditor information of a finance account record:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Approval > Finance Account Approval.
3. Highlight the finance account record whose creditor information you want to edit, and on the side toolbar of the right pane, click Creditor Information.
4. Enter or use the corresponding drop-down lists to select the appropriate options of the creditor information that you want to edit.