Cancel the banking add-on
Cancel the bank account connection at the end of the billing period. Existing entries stay in the cash book; only the automatic transaction fetch ends.
Web
Chöre›Chor›Chor-Einstellungen›Abo
This feature is only available on the web.
Permission required: Administrators only
What is this?
With Cancel bank account connection you end the add-on for the bank connection. The cash book stays fully usable: creating entries, receipts, invoices and donation receipts. Only the automatic fetching of transactions stops.
How to cancel
- Click Ensembles in the sidebar, pick your choir and then Choir settings.
- Select Subscription.
- In the Bank Account Connection section, click Cancel bank account connection.
- Confirm the cancellation at the end of the current period.
What happens after cancelling
- Until the end of the period the connection keeps running.
- On the end date Theatilo removes the add-on from your subscription and disconnects all of the choir's bank connections.
- Transactions already fetched stay in the cash book.
- After that you record bank transactions by hand or via Import entries in the cash book settings.
Permission
Only administrators of the choir can cancel. Sub-ensembles have no cancel button; the add-on belongs to the main choir.
Tips
- Confirm open suggestions first in Bank reconciliation, so nothing is missing.
- Discuss it on the board before you cancel. Reconnecting means logging in with the bank again.
Frequently asked questions
What happens to the transactions fetched so far?▾
They stay in the cash book. After the end, simply no new transactions are fetched.
When does the cancellation take effect?▾
At the end of your subscription's current billing period. Until then the connection keeps running; the subscription page shows “Will be canceled on …”. After that Theatilo disconnects your bank accounts.
Can I book the add-on again later?▾
Yes, with **Activate bank account connection** on the subscription page. You then connect the bank accounts again in the cash book.
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