Has your bank's name changed and you're not sure where to update it in Flexi? Below, we'll show you where the bank name is pulled from.
The bank name can be found in the list of bank accounts after selecting the bank code.
While it is possible to edit this name directly in the bank account settings, the change will not be reflected on documents. The update is therefore only visible within the bank account settings. To have the name change also appear on documents, you need to navigate to a different module — specifically, the bank codes register.
You can find it via Tools - Registers - Financial Institutions. Once opened, you will see a list of banks and their codes. Select the bank whose name you need to update and choose the edit option.
Save the name change and it will then be reflected on documents as well (e.g., issued invoices):
