Changing the administration name

Written By Tess Hoogeboom

Last updated 23 days ago

If you have changed the name of the administration in the accounting software, you can update the master data in TriFact365 to apply this change.

  1. Go to Settings (Cogwheel) → Administrations → right click on the administration → Edit.

  2. At the top of the page click on the button with Update master data.

If the name is not changed after updating the master data, you can manually update the administration name in the same screen.

  1. Click the pencil icon next to Description.

  2. Edit the description and click the save icon next to the field.