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Deleting or editing a financial period

Date range in the flash is incorrect Sales missing in flash reports

Written by Fabio Fois

The only way to edit a financial period within Procure Wizard is to delete and rebuild that period.

⚠️ Important: When you delete a current or past financial period ALL manually entered data in the flash report will be lost and any data will need to be re-entered.

Delete a financial period

  1. Log into Procure Wizard.

  2. Click into the Admin Cogs icon along the top bar.

  3. Click into Organisation Administration on the left panel.

  4. Click into Financial Periods.

  5. Edit the setting the site belongs too (generally global).

  6. Locate the period and click the Red Cross icon to delete the period.

Options to resolve in flash reports

  1. Delete the relevant period and rebuild - you would then need to re-enter all data back into that period for all flashes

  2. Delete the period after current period so it includes the dates for the missing sales data, then re-enter any data back into those flashes

  3. This would be to be leave the data missing

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