How do I change a bank account's classification or scope?
ForLandlordsProperty managers
Who can do this
Landlord; Organization users with Edit Transactions.
Where to find it
Settings → Accounting → the account → Edit.
Steps
- In Edit bank account, change Account classification or Ownership scope.
- Click Save.
What happens next
The row's subtitle updates.
Limits
An account that already has a posted opening balance or bank feed activity can't be reclassified. Contact Kera support for a reviewed correction.
Troubleshooting
"Couldn't update bank account" keeps the dialog open; read the message.
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