Overview
Perform administrative resets and run audit tools for selected periods.
Before you begin
- Resets affect historical data for the selected period. Proceed with caution.
Steps
- Go to Program Maintenance > Auditor Menu.
- Use Reset Information options as needed:
- Undo Last Reconcile - undo sign off or reconciliation.
- Undo Last Year-End Rollover - reset to the fiscal year shown.
- Change First Reconcile Month - only if no month has been reconciled.
- Reset GL Claim or GST Reset - clear claims or tax transactions for the period.
- Open the Audit Tool, set filters, and generate reports as required.
Outcome
Audit and reset tasks are completed for the specified period.