7.3 Edit Virtual Multi-Currency Account

To edit virtual multi-currency account:

  1. From the Dashboard, click Toggle menu, click Virtual Account Management, then click Virtual Multi-Currency Account. Under Virtual Multi-Currency Account, click Edit Virtual Multi-Currency Account.
    The Virtual Multi-Currency Account screen appears.

  2. In the Account Number field; enter the virtual multi-currency account whose details you want to edit.
  3. Perform any one of the following action:
    • Click Search.The search result corresponding to the search criteria appears.
    • Click Cancel to cancel the transaction.
  4. Click Edit.
    The Virtual Multi-Currency Account - Edit screen appears.

    Table 7-4 Virtual Multi-Currency Account - Edit - Field Description

    Field Description
    Virtual Multi-Currency Account Name Displays the name of the Virtual Multi-Currency account.
    Virtual Multi-Currency Account Number Displays the Virtual Multi-Currency account number. Non-editable field.
    Creation Date Displays the date on which the virtual multi-currency account is created.
    Virtual Multi-Currency Account Name Specify the name of the Virtual Multi-Currency account.
    Currency Displays the list of currencies for selection.
    Account Displays the list of Real accounts maintained under a selected currency.

    Note:

    Only one Real account can be selected per currency.
    Virtual Multi-Currency Account Group Displays the list of Real Accounts selected for creating Virtual Multi-Currency Account.

    Note:

    1. Click Delete icon to close the account.
    2. Click Set as Default to default an account currency.
  5. Edit the selection of Real Account from the list, if required.
  6. Perform any one of the following action
    • Click Submit.The Review screen appears.
    • Click Cancel to cancel the transaction.
    • Click Back to navigate back to the previous screen.
  7. Perform any one of the following action
    • Verify the details and click Confirm.The success message of Virtual Multi-Currency Account update appears along with the reference number.
    • Click Cancel to cancel the transaction.

    • Click Back to navigate back to the previous screen.

  8. Perform any one of the followng action
    • Click Home to navigate to the dashboard screen.
    • Click Go To Overview to navigate to Virtual Account Management Overview.
    • Click Create Virtual Multi-Currency Account to create new Virtual Management Currency Account.