SUMMARY
Use this feature to promote standard transaction naming conventions by displaying customized instructions below the transaction name field.
Short version: 1) Click your name in the upper right corner then "Admin / Settings." 2) Fill the transaction name instructions field with your own custom help text. 3) Click [Save] to finish.
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Edit the Help Message
The master admin on an account can edit the help message. Here's how:
- Go to Admin / Settings by clicking your name in the upper right corner, then [Admin / Settings].
- Fill or edit the transaction name instructions field with your own custom help text.
- Click [Save].
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/57fd3da791121c134bbfcf92/n/2016-10-11-1429.png)
The custom message will be shown in red under the transaction name field when creating or editing transactions.