Updating a Provider name on records

If a provider has changed their name or merged with another company, you can change the name of the provider and update this name throughout your records.

We are using Invesco Perpetual's name change to Invesco as an example:

Navigate to Setup > Providers, find and select the Invesco Perpetual record:

Change the name to 'Invesco'

Once updated, click on the more button:

Click on the link to update the provider name on all associated records to Invesco – this will update the name on all records (with exception of reconciled remunerations items):

Your records have now been updated.