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How to delete a treasury or a bank account?
- Click on “Finance” from the main dashboard.
- Click on “Treasuries & Bank Accounts”.
- Click on the ellipsis button at the right of the required treasury or bank account.
- Click on “Delete”.
- Click on “Yes” to confirm or “No” to cancel.
Notes:
- The treasury or the bank account cannot be deleted if there are any associated transaction credits on the system, please delete all the transactions associated with the bank or the treasury on the system.
- There must be one treasury on the system that works as a primary treasury and it is not deletable.