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Undo a month end

Undo statements, adjustments, discounts, interest and invoices for a billing period

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago

It is imperative that checks in the month end are completed through out the wizard to ensure changes are made prior to statement creation. However, you may be required to undo the current month end when mistakes are identified or changes are to be made. 

Remove Statements ONLY 

In step 10 of the month end wizard you will see a remove statements buttons located next to the view button. This will undo the statement creation process so that you may make changes e.g modifying individual transactions, enter banking etc. 

Undo Month end 

Please note that this can not be done if statements have been sent to clients.

  1. Click on the gear in the top right hand corner

  2. Select Undo month end 

  3. Select the period (you can only undo the latest month end period) 

  4. Click undo month end

You can then go to finance >> month end to start the month end from the very beginning 

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