This guide provides a straightforward process for updating liabilities on the Know Your Dosh platform, ensuring customers can easily manage their financial information. By following the steps outlined, you can efficiently edit important details like the current outstanding amount and notes associated with your liabilities. Whether you’re looking to stay organised or maintain accurate records, this guide empowers you to take control of your financial data with ease.
1. Navigate to https://app.knowyourdosh.com/dashboard
2. Click “View liabilities”
3. Click on the Notepad icon corresponding to the ‘Liability’ you wish to edit
4. Go ahead and edit the detail you need to. Here the customer is about to edit the ‘Current Outstanding Amount’
5. They are also going to edit the ‘Notes’ field
6. Once you are done making the necessary edits/changes go ahead and click “Save”
You have now successfully edited a Liability 🎉
