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Delete Bank Account

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Posted on by DCTX

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We are currently migrating some bank information for review by customer. We need to delete one and are unable to. We DO NOT even have accounts tied to the ledger yet. The are no transactions (couldn't be) or dimension setups tied to this that should lock it permanently. The error itself isn't even valid give we don't have accounts mapped to the ledger:

There must be a way to remove this...

Thanks in advance,

DCTX

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Ramit Paul 22,797 Most Valuable Professional on at

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Hi,

If you have transactions, it can't ve deleted.

Also, sometimes if you have used this bank account in ledger transactions or simulated, it can not be deleted, even if you have not posted the same.

Please make the bank as inactive or change the bank account ID by record info then rename.

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DCTX 235 on at

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Ramit,

There are no transactions on this. The ledgers are not even setup for a transaction to exists. Basically, there is nothing to block this.

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Ramit Paul 22,797 Most Valuable Professional on at

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Then, I suggest to see a developer and check in which table it stored the value which is stopping you to delete.

Also, you can raise a ticket to Support team to investigate this issue.

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Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

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Hi DCTX,

Do you have this bank account as a financial dimension in another company in the solution?

Like mentioned, I guess is better to check the issue with a developer to debugge the issue.

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DCTX 235 on at

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Alizrea,

This bank account has no other association with any other entity/company. In one case, there are only three fields populated, Bank account, Name and currency. All other fields in all fast tabs are blank.

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Komi Siabi 13,107 Most Valuable Professional on at

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Hi DCTX,

Was this created from the UI or brought in via Data entity? Your screenshot shows an empty Main account field and this is a mandatory field before you could save a bank account record.

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DCTX 235 on at

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Data entity. There were over 30 accounts brought over, of which the client no longer wishes to have several of these.

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Alireza Eshaghzadeh 14,679 Super User 2025 Season 2 on at

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Hi DCTX,

Have you tried to delete this record via data entity import and truncate function?

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Komi Siabi 13,107 Most Valuable Professional on at

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Okay, if that's the case, can you tell us the data entity used and the column populated while bringing in these data? Let's analyze to find out tables that are being affected and probably get the root of the error.

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DCTX 235 on at

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Alireza,

Good suggestion but it did not work. We tried reimporting only those needed and set the flag to Truncate. The below is the error:

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