User RolesAdminStaff contributorExternal ContributorPulse user

Removing all data from a specific period is quick and straightforward. Follow the steps below:

  1. In the Client Overview, click the Action button.
  2. Select Remove xx/xx/xx.
  3. A warning will appear: "Are you sure you want to delete all data for [e.g., Dec 23]: the uploaded data, all adjustments, and details? Only proceed if you're 100% sure you no longer need this data."
  4. Click Remove to confirm, or Cancel.
  5. Once removed, the period will also disappear from the Periods tab in the Period Overview.


If you remove period by mistake, please contact Silverfin Support for assistance.