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Editing Properties of Accounts, Cost Centers, Meters and Places

To edit Properties of Accounts, Cost Centers, Meters and Places:

  1. From the relevant navigation hierarchy (Tree View) click to select the Account/Cost Center/Meter/Place to be edited.
  2. Click the Pencil (edit) icon below the navigation pane.
    NOTE: The edit functionality will only be enabled if the logged-in user has appropriate permissions.
    properties-edit.jpg
    The Properties window will open.
    accountpropertieswindow.jpg
  3. Edit/update the information in the editable fields provided.
  4. Click OK to save the updated information and close the Properties window. Or click Cancel to exit the window without saving.
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