Jcurve Support Articles / Procure to Pay

Remove or Delete Bank Details on Electronic Bank Payments

Written by
Joyce Anne Simpao
Published on
January 25, 2024 at 11:38:56 PM PST January 25, 2024 at 11:38:56 PM PSTth, January 25, 2024 at 11:38:56 PM PST

Scenario

There are two ways to disassociate a bank detail from the vendor record. You can either remove their link, or delete the bank detail record itself.

Solution

Remove Bank Detail
  1. Navigate toLists>Relationships>Vendors
  2. Vendor:ClickVieworEdit
  3. ClickBank Payment Details
  4. Bank Detail:ClickRemove
This will only disassociate the bank detail from the vendor record, which means that the bank detail record is still available in the system. Even with a Bank Detail permission level of View or Edit, you can still remove the relationship between the bank detail record and the vendor record. The Bank Detail permission only applies to the bank detail record itself.
Delete Bank Detail
  1. Navigate toCustomization>Lists, Records, & Fields>Record Types
  2. Bank Details:ClickList
  3. Bank Detail record:ClickEdit
    • Note:Alternatively, you can follow steps 1-3 from the 'Remove Bank Detail' section above to access the bank detail record from the vendor record.
  4. Hover toActionsmenu
  5. ClickDelete

This will delete the bank detail record itself, which will automatically remove it from the vendor record. Only roles with Bank Detail permission level of Full will be able to delete the bank detail record.
#electronic payments
#vendor record
#Bank details
#bank payment
Jcurve Support Articles / Procure to Pay