Delete Bank

TOPS [ONE] Version 5.1.1.0

 

Description

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

mceclip0.png

3. Click Actions then Remove Bank

mceclip1.png

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

4. Verify your selection 

mceclip4.png

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

mceclip2.png

 

Did you find this article helpful?

1 out of 1 found this helpful