Mass deletion of entries and accounting reset

Before starting

This article is for you if you want to :

• Delete all entries made as a result of tests on your platform or numerous input errors;
• Start from scratch with accounting on Springly, while retaining everything you've already done on your existing platform (contacts, forms, website, etc.).

Here's how :

• Massive deletion of entries (and the consequences)
• Reset your accounting (and the consequences)

Onwards and upwards!

Where to carry out these actions?

Go to Settings> Accounting, then to the Advanced Actions section at the bottom of the page.

At the Delete entries and reset level, click on "Continue".

You will arrive on a new page with two options:

• Massive delete entries 
• Accounting Reset.

Massive deletion of entries

Let's say you want to delete entries entered as a result of tests or errors during manual recording.

First, find the entries you wish to delete by filtering on the date of recording or entry.

Example: if on January 15, you recorded an expense on Springly that was incurred on January 10, then :

• January 15 corresponds to the recording date = the day you entered the accounting entry;
• January 10 corresponds to the writing date = the day on which the event (e.g. expenditure or income) took place.

When you click on the "Search" button, the section displays the entries corresponding to your search.

The "Delete all these entries" button appears.

By clicking on it, all entries corresponding to your search will be deleted irreversibly. You will be asked for confirmation.

Only entries you have entered manually for an open fiscal year can be deleted en masse.

For example, you cannot delete :

• entries belonging to a closed accounting period ;
• new entries linked to a closing or the entry of an initial balance;
• entries relating to the online account (account 517): online payments, transfers to the bank account, reimbursements, etc. ;
• entries generated automatically by the software via membership and donation forms, ticket offices and stores. This saves you the trouble of having to re-enter them and risk making mistakes.

This ensures consistency in your accounting.

Please note: mass deletion of entries may take a few hours. You will receive an email confirming that the deletion has been completed.

Cases not covered on this page

• If you wish to delete entries from a closed fiscal year, you can cancel the closure. Read this article to understand the consequences of this operation: Cancelling an accounting closure 
• If you wish to delete transactions linked to forms (memberships, donations, ticket sales, stores), go directly to the transaction detail pages.

Reset accounting

If necessary, you can start from scratch with your Springly accounting.

This can be particularly useful if you've tested the software during the free trial, and decide to take a more serious approach once your association has subscribed.

To do this, you can reset your accounting on your own, by clicking on the " Reset " button on this same page:

This operation deletes:

• all manual accounting entries and any closing entries;
• your settings: accounting years, activated options, third-party accounts, bank accounts, customized chart of accounts, etc.

The reset may take a few hours. You will receive an email confirming that the reset has been successful. You can then get back to accounting, starting with the settings.

Please note: some entries are not deleted during the reset to ensure consistency in your future accounting and avoid errors. These are:

• entries relating to the online account (account 517): online payments, transfers to the bank account, reimbursements, etc. ;
• entries generated automatically by the software via forms (memberships, donations, ticket sales, stores). This saves you the trouble of having to re-enter them and risk making mistakes.

Entries with an impact on the balance will be made in a new balance to get you off to a good start.

Example: if you collected memberships on Springly in year N-1 and you start your accounting in year N, then the memberships will be recorded on your initial balance.

To find out more :

• Start your accounting on Springly (useful after reset)
• Entering a revenue or expense entry