To Delete a Bank Account or Cost Centre
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Important Information
You may wish to tidy up cost centres at the end of the financial year.
The Dinner Money cost centre is part of the system structure so we recommend leaving this unchanged, even if you are not using the Dinners module.
Other system cost centres can be deleted, if required.
To Delete a Bank account or cost centre
Generate the Products Report to see which products are linked to a cost centre
Follow steps 1, 2 and 3 on the Delete a Trip or Event page to clear any funds in the account, then return to this page
Click on the Configuration tab
Select Banking configuration
Select Bank accounts/cost centres
Select the bank account or cost centre to be deleted
Select Delete
Click Done
Warning
It is not possible to delete a bank account after transactions have been recorded against it
Cost centres can be deleted and will still show on some of the reports
For further help see also:
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