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:

We will assume you only have one company in your subscription plan for this. If you have more than one open slot, then you can actually do several of these steps at the same time, since you can create the new company before the old one is deleted.
  1. 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.
  2. Take a screenshot of the Edit Company Settings panel, or make a note of those settings.
  3. Take note of any saved What If scenarios, and take screenshots of each if needed.
  4. 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.
  5. 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.
  6. 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.
  7. 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!
  8. Once the new statements are uploaded, classify all of them and mark Payroll and Owner's Expense accounts as appropriate.
  9. 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.

Nice work!

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