Reset OpenPayroll & ClearBooks after trial

Problem reported by Michael Carter 7 years ago

Hi,

Hi have been using the trial ClearBooks and OpenPayroll and I would like to rest them back in preparation for company accounting. There are some junk entries I put to test the system

Can you tell me how to do this?

3 Replies

Hi Michael,

If you go to Settings > Getting Started > Reset this will put your account back to the beginning and remove everything on there. However, please be aware that that includes customers and suppliers also.

Many Thanks

Chris

Hi,

I did try that and again I get a warning in the payroll screen:

file

Not sure if this picture is uploading but the error message is: You currently have 2 outstanding payments for the tax year 2014-15 to report to HMRC. Please submit any outstanding payments from previous periods before performing another payrun.

Regards,

Hi Michael,

That is a standard message you receive to let you know that tax is building up. When you submit the Payroll to HMRC it creates a bill and that is paid off. As you are not actually submitting, there is nothing to worry about. You just want to start again.

Chris

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