Bulk delete entries and reset your bookkeeping

This article is for you if you want to:

• Delete all entries recorded during testing on your platform or as a result of numerous data entry errors;
• Start fresh with your accounting on Springly while keeping everything else you've set up on your platform (contacts, forms, website, etc.).

Here's what we'll cover:

• Bulk-delete entries (and what that means)
• Reset your accounting (and what that means)

Let's dive in!

Where to find these options

Go to Settings > Accounting, then scroll down to the Advanced Actions section.

Under Delete entries and reset accounting, click "Continue".

You'll land on a new page with two options:

• Bulk-delete book entries;
• Reset your accounting.

Bulk-delete entries

Let's say you want to delete entries that were created during testing or due to mistakes made during manual recording.

Start by searching for the entries you want to delete using the recording date or entry date filter.

Example: if on January 15 you recorded in Springly an expenditure that occurred on January 10, then:

• January 15 is the recording date = the day you entered the book entry;
• January 10 is the entry date = the day the event (e.g., expenditure or revenue) took place.

Click the Search button to display the entries that match your criteria.

A Delete all these entries button will appear. Clicking it will permanently delete all entries matching your search. You'll be asked to confirm before proceeding.

Only manually entered entries belonging to an open accounting period can be bulk-deleted.

The following entries cannot be deleted:

• Entries belonging to a closed accounting period;
• Carried forward (C/FWD) entries linked to a closing or to an opening balance entry;
• Entries linked to the e-wallet (account 517): online payments, payouts to the bank account, refunds, etc.;
• Entries automatically generated by the platform through Membership Campaigns, Donation Campaigns, ticketing, and Product Sales. This prevents you from having to re-enter them and risking new errors.

These restrictions keep your accounting consistent.

Note: Bulk-deleting entries may take a few hours. You'll receive an email confirming that the deletion has been completed.

Cases not covered on this page

• If you need to delete entries from a closed accounting period, you can reverse that closing. Read this article to understand the implications: Reverse an accounting closing;
• If you need to delete transactions linked to forms (memberships, donations, ticketing, Product Sales), go directly to the detail page of each transaction.

Reset your accounting

If needed, you can start your accounting completely from scratch on Springly.

This is especially useful if you tested the platform during your free trial and are now ready to use it in earnest after subscribing.

You can reset your accounting on your own by clicking the Reset button on that same page:

This action deletes:

• All manual book entries and any closing entries;
• Your settings: accounting periods, enabled options, accounts payable/receivable, bank accounts, customized chart of accounts, etc.

The reset may take a few hours. You'll receive an email confirming it's complete. You can then set up your accounting again, starting with your settings.

Note: Some entries are not deleted during a reset in order to maintain the consistency of your future accounting and prevent errors. These include:
- Entries linked to the e-wallet (account 517): online payments, payouts to the bank account, refunds, etc.;
- Entries automatically generated by the platform through forms (memberships, donations, ticketing, Product Sales). This prevents you from having to re-enter them and risking new errors.

Any entries that affect the trial balance will be carried forward (C/FWD) so you can start on the right footing.

Example: if you collected memberships in Springly during year N-1 and are starting your accounting in year N, those memberships will appear in your opening balance.

To clear these entries, we recommend using journal book entry. If you need help, feel free to contact our support team.

Learn more:

• Getting started with accounting on Springly (useful after a reset)
• Enter a revenue or expenditure entry