View/Edit Collection Attributes

The Edit/View Collection feature lets you review and update certain details for each collection, like payment options and linked accounts. Some core details are locked for editing to keep everything consistent. You’ll also find an audit log that tracks any changes, so you can see who updated what and when.

Non-Editable Fields

• Description: This shows a summary or purpose of the collection, which can’t be edited in this view.
• Name: The name of the collection as it appears everywhere. This is set and locked, so you won’t be able to change it here.
• Category: The category the collection falls under. This field stays fixed to maintain organization.

Editable Fields

• Card Payment: You can turn card payment on or off within this collection.
• Linked Account(s): Here, you can add, remove, or update linked accounts associated with the collection. You’ll also be able to view account details if needed.
• Splitting Formula: This section lets you modify the formula used to split payments or resources. Adjust it as needed to match your collection’s requirements.