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Deleting or editing past or current financial periods

How to delete or edit past or current financial periods. The flash has started on the incorrect day or is missing days.

Written by Cristian Bolba

⚠️ Important: Future financial periods can be deleted and rebuilt without any impact but deleting and rebuilding past or current periods will result in all manually entered data in the connected flashes to be lost.

To delete a financial period, follow the below steps:

  1. Click into the Admin Cogs icon and into Organisation Administration.

  2. Click into Financial Periods and Edit the required period set.

  3. Locate the incorrect period and click the Red Cross to delete.

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