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Workspace Reckon One
Created by Guest
Created on Sep 23, 2022

Mark closed/unused bank account as inactive

if we could mark closed/unused bank accounts as inactive it would stop them coming up in list of bank accounts when they are not required

  • ADMIN RESPONSE
    Sep 26, 2022

    Hi Donna. If you edit the bank account itself via Banking > Bank accounts > "spanner icon" you'll see you have the option to close the bank account. Once you do this the account is no longer visible in payments and receipts etc...

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