Delete test Accounting entries

Have you been testing the Accounting feature by entering entries? This article explains how:

• Find a specific entry and delete it
• Find several entries and delete them

As a reminder, you cannot delete:

• Entries belonging to a closed fiscal year
• Entries generated automatically by the software: those related to forms (memberships, donations, events, stores) or to the closing of accounts (e.x.: to-new)

To delete all your entries, you can also reinitiate the accounting.

Please note that any deletion action is final.

Find a specific entry and delete it 

Go to Accounting > Search.

Use the filters to find the entry in question: amount, date, accounting category, etc.

Example: you have entered an expense of $33.33 for small equipment. Click on the detail (eye on the right of the line).

The detail opens, with the commitment entry and the payment entry.

The aim here is to delete the whole entry. To do this, click on the "Delete all" button at the top of the window, and confirm the deletion.

Find several entries and delete them

If you have entered many test entries, you can filter on the broader criteria of your choice: date, amount, etc.

The search will return several rows.

Select all the ones you want to delete, click on "Show more options", then on the "Delete selected entries" button.

Finally, if you want to delete a large number of accounting entries, we advise you to use the Mass deletion of accounting entries, accessible from Settings > Accounting.