How to Modify Account Revenue

  1. Login to your ConcourseSuite site.
  2. Click on the “Accounts" tab.
  3. Select search.
  4. Enter the search terms into the appropriate fields. If you leave all of the search fields open, the search will return all of the account records in the system.
  5. Click Search.
  6. Click the blue action icon to the left of the account that you wish add revenue to.
  7. Click View Details.
  8. Click the Revenue tab on the right-hand side of the page.
  9. Click the blue action icon to the left of the revenue record that you would like to modify.
  10. Click Modify.
  11. Make the necessary changes to the revenue record.
  12. Click Update.