Edit a schedule

This article explains how you can edit a schedule.

Instructions

1. Go to https://portal.heroblue.com.au/

2. Select the entity from the list by clicking on it.

3. Select the schedule you wish to edit from the list by clicking on it.

4. Click the three … up the top right hand side of the screen and then select “Edit schedule” from the drop down.

5. Change the schedule settings as desired.

Info

By updating any of the schedule settings (other than the name) you will remove any synced status’ from the schedule, as if the schedule has not be synced with Xero previously.

This is to avoid any transactions appearing as synced that may be different as a result of updating the schedule settings.

Hero Blue plans to improve our handling of schedule sync statuses to provide more flexibility in the future.