Articles on: Reconciliations

Remove / reset balance sheet after Excel import

If you have imported your company's balance sheet via Excel and need a complete reset - for example you loaded the wrong entity's balance sheet up - then don't worry, mistakes happen and we have you covered.

To completely undo the last import:

Select the Options (three dots) button and then Reset Balance Sheet

All proof, GL accounts and audit logs will be permanently removed if you select this. This option should only be used for complete resets and not updates

Updated on: 06/07/2024

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