TCOps - Account Maintenance
      Back to home
      1. FinClear Knowledge Base
      2. Tutorials & Videos
      3. TCOps - Account Maintenance

      Deleting Cash Settlement Details

      How to delete client cash settlement details

      1. Log into TCOps

      2. Type the client account number in the Top right hand search bar

      3. Go to Account Maintenance > Bank Details and select the bank account requiring deletion the bank account must be non-default to be deleted.

      4. Select Delete and repeat for each record as required

      5. Allow time for update and the deleted records will no longer display