How can I delete financial data or start over?
Need to "undo" an upload, or want to start your company over from scratch?
No problem! Just one catch: currently there is no way to delete specific financial data that you've already uploaded into CFO Scoreboard
You can certainly overwrite any previously-uploaded data, though -- just upload something new in place of the existing data!
But if you absolutely need to remove some months of data that have already been supplied -- well, currently there is no way to do that. The only way forward would be to create a new company, starting with a blank slate.
However, that process is pretty straightforward.
How to start over from scratch with a new company:
- Make sure you have copies of all the new Excel files that need to be re-uploaded into the new company, once the old one is gone.
- Take a screenshot of the Edit Company Settings panel, or make a note of those settings.
- Take note of any saved What If scenarios, and take screenshots of each if needed.
- Take note of anything saved in the Edit Employees & Units Sold screen (accessible via the Companies >> Actions menu) and save those values if they're not easy to re-enter.
- Finally, when you're sure everything is secure, delete the company (accessible via the Companies >> Actions menu) << -- only the account's Owner will have privileges to do this.
- Refresh the page on the same screen, and go ahead and re-create the company, referencing all the Company Settings that you previously recorded. Also be sure to re-share the company with any Helpers or Coaches that you may have previously connected with.
- Begin uploading the new statements! It will go faster and more easily if you can consolidate as many months as possible into as few documents as possible -- ideally just in one batch!
- Once the new statements are uploaded, classify all of them and mark Payroll and Owner's Expense accounts as appropriate.
- Rebuild any What If scenarios, and reload Employees & Units Sold, as appropriate.
That's it! The company will be running as good as new, with all the old undesirable data having been properly cleaned out.