Revert
Revert a change or a whole operation from the history, understand the effect depending on the type of change and the cases in which the revert is refused.
A revert undoes a change recorded in the history. Depending on the case, it gives the fields their previous value back, restores a deleted item, moves an item created by mistake to the trash or reverses an entry. The revert is itself recorded: nothing disappears from the history.
Reverting a change
- Open the History tab and find the change, using the filters if necessary.
- Open the line to check the detail of the fields.
- Click Revert.
- The confirmation window explains what is going to happen. Enter a Reason if you wish.
- Confirm. The message "Reverted" is displayed.
The effect depends on the change being reverted
| Original change | Effect of the revert | Confirmation message |
|---|---|---|
| Update | The changed fields get their previous value back. The other fields are not touched. | "The changed fields will get their previous value back." |
| Creation | The created item is moved to the trash. | "The created record will be moved to the trash." |
| Deletion | The deleted item is restored. | "The deleted record will be restored." |
| Restore | The item goes back to the trash. | |
| Posted entry | A reversal entry is created. | "A posted entry is never changed or deleted: a reversal entry will be created to cancel it." |
The revert generates a new change, with the action Reverted, which can in turn be reverted.
The reversal entry created by a revert is an entry like any other. Its label takes the form "Cancellation of OD 2026/000012". It is dated and numbered normally and appears in the books with the reversal mention.
Reverting a whole operation
Some actions produce several linked changes. Booking a document creates an entry and marks the document as booked; creating a third party from an invoice creates the sheet and then the entry.
- On one of the changes of the operation, click Revert the whole operation.
- The confirmation shows the number of changes concerned.
- Confirm.
The changes are reverted in reverse order, as a block: if one of them cannot be reverted, none is. You therefore do not risk ending up with a reversed entry and a document still marked as booked.
Right after an action, the application often offers a Cancel button in the confirmation message. It triggers this same operation revert, without going through the History tab.
When the revert is refused
The button is replaced by the mention "This change cannot be reverted", or the revert fails with a message, in the following cases.
| Situation | Message | What to do |
|---|---|---|
| The item has been changed since | "The record has changed since this revision: reverting would overwrite more recent data." | Revert the more recent changes first, or correct by hand. |
| The period is locked or the fiscal year closed | "The accounting period concerned is locked or closed." | Unlock the period if this is justified, then try again. |
| The VAT return of the period is validated or submitted | Revert refused because the VAT is locked | A correction is made through an entry in the following period. |
| The change has already been reverted | Already reverted | Nothing to do. |
| The item is used elsewhere | For example a created third party on which entries were subsequently posted | The item cannot go to the trash as long as it is in use. |
| The code has been taken | A deleted account or journal cannot be restored if its code has been reassigned | Change the code of the item that occupies it. |
| The item has been purged | It was permanently deleted from the trash | No revert is possible. |
| Your rights are insufficient | An auditor is read-only | Ask the lead of the company file. |
Forcing a revert despite a conflict
When the revert is refused because the item has been changed since, a firm administrator or manager, or the lead of the company file, can force it. The fields concerned then take their old value back, even if a more recent change is overwritten. Other team members do not have access to this option.
Forcing a revert overwrites the work of a colleague on the fields concerned. Read the detail of the conflict before confirming, and warn the person whose entry is replaced.
What cannot be reverted from the history
- Peppol registrations and integration connections: they are recorded in the history, but deregistration from the network or disconnection from a source cannot be "undone". Carry out the opposite operation from the tab concerned.
- Lettering: use unlettering from the third-party sheet.
- The closing of a fiscal year: use Reopen fiscal year.
- The reversal of a reversal: reverting a reversal posts a new reversal. The original entry keeps its status of reversed entry; enter it again if it must produce its effects once more.
Accounting rules observed
A revert does not circumvent any bookkeeping rule.
- A posted entry is neither changed nor deleted: it is reversed.
- A locked period remains untouchable.
- A validated VAT return freezes the entries of its period.
- The numbering of the journals remains continuous: the reversal takes the next number.
Good practices
- Give a reason when you revert someone else's work: it appears in the history.
- Prefer reverting the whole operation to reverting an isolated change.
- Before reverting an old creation, check that the item has not been used since.