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Reset Finance transactions

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accounting
1 Reply
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Dinesh Rampal

Hi all,


  We want to reset financial transactions and start financial transactions from the begining of october 2025.  I am in odoo v 18.  We want to leave the data of other modules intact. What are the possibilities to reset the finance data?   

-clear reconciliations

-Clear bank statements

-Clear payment entries

-Clear GL

-Clear Cash/Bank balances

-Clear Tax Reports

-Clear all debit/credit history 


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Dinesh Rampal
Author

Hi ray, Thanks for the revert. One more clarification or rather 2
1)- The scope of cancellation is in same Fiscal year or it goes for earlier year also.
2)- One thing i didn't mention in my question was that we wanted to reset financial transaction till 30th Sept and upload new opening balances and start from 1st oct 2025.
will that be possible ?

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Ray Carnes (ray)
Best Answer

https://www.odoo.com/forum/help-1/how-to-avoid-previous-invoicespayments-to-impact-your-accounting-using-odoo-invoice-switch-threshold-functionality-200101

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