How do I edit or delete a bank account?

Navigate to Open > Bank Accounts to edit or delete an existing bank account in Genie.

Edit a bank account

Double-click on an account in the list, edit the appropriate details and click Save.

Delete a bank account

We do not recommend deleting bank accounts unless absolutely necessary. If a different account needs to be set, a new one should be added in Genie and set as the default bank account for the relevant providers.

If you do need to delete an account, highlight the bank account in the list and click the trash can icon.

You will receive an alert advising that the record will be permanently removed from your database. This will also be removed as the default bank account for all providers, and will not be accessible from the Bank Code drop-down in your Daily Banking Report.