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Editing ledger information
Editing ledger information

Have an existing ledger within Eagle Software that you need to edit the details of?

James Ramsay avatar
Written by James Ramsay
Updated over 4 years ago

Do you have a ledger account within Eagle Software that you need to edit the details of?

No problem, this is easily done by following the below steps:

  1. First of all select the Trust Accounting option from within Eagle's CRM

  2. Select the name of the trust account that you need to edit a ledger within

  3. Select the Ledgers tab

  4. Search for the name of the ledger account

  5. Select the Edit option

  6. Edit the ledger account details and select Save Ledger Account

Looking for further information on managing ledgers, click here.

For any further assistance with this please contact our Eagle Support Team;
P: (03) 9016 0444 E: [email protected]

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