Deactivating a Bank Account

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VUE is a permissions-driven system that tailors security access to suit each users needs.  Access to each menu item is managed by an Administrator at your dealership.  See the Help article on Roles and Permission to learn how.

See the Permissions Reference Guide to understand what permissions to assign.

Accounting > Maintenance > Bank and Checking Maintenance

Within the Bank and Checking Maintenance Screen:

1. Select a bank by clicking on the corresponding line in the Banks list.

2. Select a bank account by clicking on the corresponding line in the Accounts list, then click the [Edit] button below the list.

-or-

Double-click on the bank account.

3. Click the Active dropdown and select No.

4. Click the [OK] button.

5. Click the [Save] button in the Action Ribbon.