Summary
Currently, bank accounts cannot be deleted once created, but you can edit the details of an existing account.
Editing Bank Details
To edit your bank details, follow these steps:
- Navigate to Company > Bank details.
- Locate the bank account you wish to edit.
- Click on the pen symbol on the right to edit the account.
- Disable the ticked boxes associated with the account.
- Add “inactive” to the short description of the account.
- Save the changes.
- To add a new bank account, click the “+” character on the right-hand side.
Important Notes
- Remember that once a bank account is created, it cannot be deleted.
- Make sure to save your changes after editing the bank details to ensure they are applied correctly.
FAQ
Q: Can I delete a bank account once it has been created?
A: No, bank accounts cannot be deleted once created.
Q: How do I mark a bank account as inactive?
A: You can mark a bank account as inactive by disabling the ticked boxes and adding “inactive” to the short description of the account.