support

User Roles

Admin

Staff contributor

✗External contributor

✗Pulse user

Removing all data from a specific period is quick and straightforward. This article explains how to remove a period from a client file.

How do I remove a period?

Follow the steps below:

1. In the Client Overview, click the Actions button.
2. Select Remove, followed by the date of the period you want to remove.
3. A warning appears: "Are you sure you want to delete all data for [e.g., Dec 24]: 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 to keep the data.

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