Summary
Learn how to change the principal's name linked to trust accounts so your statements reflect the correct consultant.
Update the principal's name
The principal's name shown on financial statements is pulled from the trust account settings. Updating this field ensures that the correct consultant is represented on all related documents.
To update the principal name:
- Go to: Settings > Accounting > Accounts
- Select the account you want to update
In the Principal Name field:
- Select the correct consultant from the dropdown list
- Click Save
- Repeat these steps for any other trust accounts as needed
Note: Regularly review account settings to keep consultant details up to date, especially when team changes occur.