Edit a bank or cash account

Goal

Correct register details on Bank & Cash without breaking the linked GL leaf.

Who it is for

Users with bank.manage (view-only: bank.view).

Preconditions

• Account exists under Accounting → Treasury → Bank & Cash.
• Type, currency, and backing GL account are fixed after create (system auto-provisions a leaf under cash parent 1000 or bank parent 1010 unless linked via API).

Steps

1. Open Bank & Cash.
2. Choose Edit.
3. Update editable fields: Name (translatable), Code, Bank name, IBAN, Account number, clearing bank/branch, Allow pending transactions, Active.
4. Save.

Result

Receipts, payments, transfers, and reconciliation keep using the same account id and GL leaf.

Hard stops

Duplicate code; validation 422; delete blocked when the account has postings (bank.has_postings — deactivate instead).

Related

• Find bank accounts
• Create
• Overview
• Troubleshoot
• Bank reconciliation