You can edit or delete an account from its record in both the web app and the mobile app. The web app also lets you manage several records from the List view.
Edit an account
Open Accounts.
Select the account you want to update.
From the account record, select the pencil icon at the top of the screen.
Edit the required fields.
Select Save or tap the confirmation icon.
When editing an account, you can also use Sage Copilot to complete blank fields. Always review the suggestion before saving your changes.
Delete an account
Open the account record.
Select the bin icon at the top of the screen.
Confirm that you want to delete the account.
Check that you have selected the correct account before confirming.
Edit or delete several accounts in the web app
The List view lets you apply changes to several accounts at the same time.
Open Accounts and select the List view.
Tick the boxes beside the accounts you want to manage.
Select the pencil icon to edit their fields.
Enter the values you want to apply.
Select Save.
The changes apply to all selected accounts. Review your selection before saving them.
To delete the selected accounts, select the bin icon and confirm the action.