Can I change a clean charge name?

Introduction

New charge descriptions received from providers are automatically assigned with a clean charge name.

Customers have the flexibility to change the assigned clean charge name individually or in bulk for new or existing charges.

How to change a clean charge name (individual)

1. Go to the Data manager > Charges section (available for Customer Admin or Optimise roles)

2. Select the Charges tab (the default view will be the Analysis charts)
3. Locate the charge description you would like to update, using the top level search and/or filter (below example utilises both):
4. Click on the charge name you would like to update e.g. Global Import to UK. This will open the charge details page.
5. Click the Edit button in the top right-hand corner:
   1. Select from one of the existing clean charge names: 
      
   2. Or start typing a new name and the option to Create the new clean charge will be displayed, click on this to select the new name: 
6. Once selected, click Save
7. The updated clean charge name will be displayed in the table.

How to change a clean charge name (bulk)

1. Go to the Data manager > Charges section (available for Customer Admin or Optimise roles)

2. Select the Charges tab (the default view will be the Analysis charts)
3. Locate the charges you would like to update, using the top level search and/or filter
4. Select the top level check box to select all the charges
5. Click the Bulk edit button
   1. Start typing to be prompted with existing names or the option to Create the new name will be displayed:
6. Once selected, click Save
7. The updated clean charge name will be displayed in the table.