How to update the default cost posting reference, default operating account, or default client trust account.

Navigate to the

Icon in the top right corner of your account.

Select Account Settings.

Scroll down to Integrations.

Under Soluno, click Manage.

A pop-up window will display the Soluno accounts currently linked with CASEpeer.

To update the default cost posting reference, default operating account, or default client trust account click the dropdown to the right of the account you'd like to modify.

Select Edit.

Adjust your settings and click Save.