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Display Preference

Display Preference allows you to choose how you want the account or group to appear on the on reports, billing statements, and the Accounts page. This setting applies to both standard financial accounts and partial ownership accounts.

For groups, the following table shows what you will see with various display preference settings:

Display Preference Setting What Group Title Shows What Account Page Shows
Description
Last Name, First Name
First Name Last Name

For more information on editing accounts, including how to navigate to this panel, see Maintaining Accounts.