Edit Your Linked Soluno Account

How to update the default cost posting reference, default operating account, or default client trust account.

• Navigate to the  Icon in the top right corner of your account.
• Select Account Settings.

• Scroll down to Integrations.
• Under Soluno, click Manage. 

• A pop-up window will display the Soluno accounts currently linked with CASEpeer.

• To update the default cost posting reference, default operating account, or default client trust account click the dropdown to the right of the account you'd like to modify.
• Select Edit.
• Adjust your settings and click Save.