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Deleting Accounts

If you need to delete an Account, use the Accounts List to access the Account.

To delete an Account held by an Account Holder:

1. Select the Admin tab;

2. From the Administration page, select the Account List option on the left;

3. From the Account List page, specify Search Parameters to refine your list of Accounts;

See "Searching for Accounts"

4. From the Account List, click the associated Edit Account Details icon;

5. From the Profile Edit page, select the Accounts tab;

6. In the Account Expiry Details section, activate the Delete? flag;

7. Click Delete Account;

8. Click OK when prompted for confirmation.

Notes:

· Where there are transactions or expenses attached to the Account, you will not be permitted to delete the Account.

· The Name on Card option/field/column is only available if Account Ref No has been set to be replaced by it in the Account list.

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