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Future of professionals report 2025
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Delete and restore entities and periods
Delete entities and periods
- Expand the reporting entity and select the checkbox for the financial period to delete it.noteYou can delete only the latest financial period, not any previous ones. The table header automatically enablesDeletewhen you select the financial period.
- SelectDeleteto proceed.
- Review the details on theDeletewindow, enter the end date, then selectDelete.
- Select the reporting entity and then selectDeleteto delete a reporting entity.
- Enter the reporting entity code in the reporting entity window, then selectDelete.noteDeleting a reporting entity automatically deletes all the financial periods under it.
Restore entities and periods
- Go to.ToolsDeleted Records
- Select the financial period you want to restore.noteRestoreautomatically enables on the table header when you select the financial period.
- SelectRestore. You have restored the selected financial period.To restore a deleted reporting entity:
- Select the reporting entity and selectRestore.
- You have restored the selected reporting entity and all its financial periods.
Permanently delete a reporting entity or financial period
- Go toto delete permanently a reporting entity or financial period.ToolsDeleted Records
- Select the reporting entity or financial period you want to delete permanently.
- Enter the reporting entity code or the end date for a financial period, then selectDelete. The selected reporting entity or financial period is now permanently deleted.noteThe reporting entity or financial period can't be viewed or restored once deleted.
This article applies to:
- PRODUCT: ONESOURCE Statutory Reporting