Why Delete a Bank Account?
Deleting a bank account helps you maintain accurate financial records by removing accounts that are no longer needed. You might want to delete a bank account if:
It's a personal account that shouldn't be tracked in your business finances.
It's a duplicated account resulting from integration changes or multiple connections.
Important Considerations Before Deleting
Permanent Removal: Deleting a bank account permanently removes all related transactions from Agicap. These cannot be recovered.
User Permissions: Only Entity Admins, Users with right to 'Display inactive accounts' and Agicap Staff with access to the entity can delete bank accounts.
Deactivate First: A bank account must be deactivated (toggle left of the bank's name needs to be grey) in all entities before it can be deleted.
How to Delete a Bank Account
Follow these steps to delete a bank account:
Go to the Bank & Integrations Page:
Log in to Agicap and navigate to the Bank & Integrations section, from the menù ≡ on the top right.
Find the Bank Account you wish to delete,
Deactivate the Bank Account in All Entities:
If the account is active, click on the three dots [...] next to its name and move the cursor over the trashcan icon to view the list of entities where it's still activated.
Deactivate the bank account in each entity by clicking on the blue toggle on the left. Repeat on each entity.
Delete the Bank Account:
After deactivating, click on the three dots on the right of the bank account and then on the trashcan icon.
Confirm the deletion when prompted.
Make sure you are deleting a bank account only when necessary: all related data (transactions, balances..) will be irreversibly lost
Note: If you delete all bank accounts associated with a bank, the bank will disappear from the Bank & Integrations page.
💡 Tips
Double-Check Before Deleting: Since deletion is irreversible, make sure you no longer need the bank account or its transactions.
Clean Up the page: Deleting unnecessary bank accounts helps keep your financial data organised.
Review User Permissions: Ensure you have the necessary permissions to delete bank accounts. From the user management page, you must have the right to 'Display inactive accounts'.
Frequently Asked Questions ❓
What happens to the transactions after I delete a bank account?
All transactions related to the deleted bank account are permanently removed from Agicap and cannot be recovered.
I'm unable to delete a bank account. What should I do?
Make sure you've deactivated the bank account in all entities it's associated with. Also, confirm that you have the required permissions as an Entity Admin, or user with right to 'Display inactive accounts'.
Can I recover a deleted bank account or its transactions?
No, once a bank account is deleted, it and all its transactions are permanently removed and cannot be restored.