Labeling your accounts

You can organize and personalize your operating and reserve accounts by giving each one a label that the rest of your team will recognize.

Here's how to do it:

1. Open your Accounts page from the left sidebar.
2. Click into the account you want to label.
3. Hover over the account name and click it to edit inline.
4. Enter a label using letters, numbers, or emoji, then press Enter to save.

The new label appears immediately for everyone who has access to the account.

Removing a label

Follow the same steps above to edit inline. Enter a different label, or clear the field entirely for the account name to fall back to the last four digits. Press Enter on your keyboard to save.