Bank Account Detail

View all information about a bank account including its banking identifiers, currency, active status, and default designation.

Accessing the Page

From the Bank Accounts list, click any row, or navigate directly to /finance/banking/accounts/:id.

Header / Action Bar

Button	Description	Permission
Back	Return to the Bank Accounts list	Any
Edit	Open the Edit Bank Account form	Admin
Delete	Delete the bank account	Admin

Account Information

Field	Description
Account Name	Display name for the bank account
Account Number	Bank account number
Routing Number	ABA routing number
IBAN	International Bank Account Number
SWIFT Code	SWIFT/BIC code
Currency	Account currency
Active	Whether the account is available for selection in payment lines
Default	Whether this is the tenant’s default bank account
Remarks	Internal notes

Deleting a Bank Account

1. Click Delete in the action bar
2. Confirm in the dialog

A bank account cannot be deleted if it is referenced by existing receipts. Deactivate it by editing and unchecking Active instead.

Related Pages

• Bank Accounts — List all bank accounts
• Create Bank Account — Add a new bank account
• Edit Bank Account — Update this bank account