There are two locations to update an account title (for both a CAN and a Summary account). A user must have edit view capabilities to update an account title.


From either the main Accounts screen in Beacon Finance or the Edit View screen (found under the admin tab --> Views) right-click the account name in the data grid and select the Edit Account Title/Info option from the menu.


In the pop-up modal update any of the provided fields (acronym / official title / informal title) and click the Update Account Information button.