How can I edit the auto-filled bank information that comes up on the DD screen in the Name of Financial Institution field?
To edit the auto-filled banking information:
- Open the DD screen.
- Left-click in the Name of Financial Institution field.
- You can either press Control+Shift+E on your keyboard, or, right-click in the field and select Edit Auto-Complete Data.
- The Edit Auto-Complete Data screen opens.
- Highlight the name that you want to edit and click Edit.
- Make your changes and click Save.
- After making all needed changes, click Save Changes at the bottom of the Edit Auto-Complete Data screen.
