How to update an existing resource

Note: You need to either have Super User access to be able to manage resources. For more information on user roles, click here. 

1. Click the cog icon in the top-right corner, then select Resources from the panel. Choose the resource you want to update, then select Edit.
   
   
2. You can then update the Name, Identifier, Category, and Unit of Measure and optionally link to Xero or MYOB if you have the accounting integration setup
   
3. You can also quickly edit the Identifier from the resources page by positioning your mouse over the Identifier column and selecting the pencil 
   
4. You can then update the Identifier and save the update
   
5. Additionally you can update the Category in the same way by selecting the pencil icon in the Category column
   
6. The category section provides a drop-down box where you can select the correct category for the resource
   
7. Once you have updated the category you can then Save the updated category
   

If you need any further help, please contact support@docketbook.com.au