Delete Bank Accounts

TOPS [ONE] Version 5.1.1.0

 

Related Links 

Delete Bank

View / Re-enable Deleted Banks

 

Description

A bank account can be created for different communities in TOPS [ONE] using global banks. If a bank account was created by accident, or it is no longer needed, it can be deleted. These accounts can only be deleted if it has no transactions associated to it. mceclip0.png

 

Before you Deleting the Account 

GL Bank account association remains after the account has been removed.

Best Practice: If you are planning on reusing the same GL account number, the existing account currently assigned should be updated with a new GL number to keep the history separate. Then, a new account can be created using the old GL Account number. 

 

Step By Step 

1. Click Portfolio then Banks. Select a bank. 

2.  Scroll to Accounts and select the account name to remove. 

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3. Click Actions then Remove Account 

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Accounts can only be removed if the account has no transactions associated with it. 

4. Verify your selection 

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If successful, a green bar will appear at the bottom of the window. 

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