Banks - Delete Bank

TOPS [ONE] Version



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

Delete Bank Accounts 

View / Re-enable Deleted Banks


Step By Step 

1. Click Portfolio then Banks. Select a bank.

2.  Scroll to Accounts and verify there are no bank accounts associated with the bank


3. Click Actions then Remove Bank


Banks can only be removed if it has no transactions or accounts associated with it. 

4. Verify your selection 


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



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