If you need to add or correct transactions after a period has been closed, you can reverse the most recent Close of Period in Re-Leased, make the necessary changes, and then re-close.
Important: Reversing a Close of Period cannot be undone. When you re-close the same period, a new timestamp will be applied — the original timestamp cannot be restored. You can only reverse the most recent closed period.
How to Reverse the Most Recent Close of Period
Navigate to Client/Trust Accounts > Close of Period History.
Select the most recent Close of Period.
Click Roll Back.
Confirm by clicking Yes, Roll back this close of period.
After the Reversal
Once reversed, enter or correct any transactions that were missed. When ready, initiate a new Close of Period for the same timeframe. A fresh set of reports will be generated reflecting the updated transactions.
For Asia-Pacific customers, the term "Trust Account" is used. European customers refer to this as "Client Account". Client/Trust Accounting is not available to customers in North America. For more information on regional terminology, see our Glossary of Regional Terminology.