Delete Bank Accounts
TOPS [ONE] Version 18.104.22.168
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.
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.
3. Click Actions then Remove Account
Accounts can only be removed if the account has no transactions associated with it.
4. Verify your selection
If successful, a green bar will appear at the bottom of the window.