Reset Company Control in Company Profile Settings

Overview:

The 'Reset Company' control is a new feature in the Company Profile Settings that allows the Owner of the company to clear all transactions and audit trails. This feature is designed to help reset the financial data without affecting the company’s setup, customized forms, reports, or master files. It provides an easy way for the company owner to refresh the transaction records while keeping the core company setup intact.

Scenario:

Reset the company with a summary of transactions to be deleted.

Solution:
1. In the Navigation Pane, go to Company > Company Profile.

2. Under Company Profile, click Settings.

3. Click the Reset, on the Reset Company option. This will open the Reset reminders.

4. Review the details and click the Reset Transaction button.

5. After confirming the reset company details, it will open another pop-up for authorization.

Enter the following details:

• Email Address: Admin’s email address

• Password: Password credential of the account in QCA

• Confirmation Code: Company ID shown above

6. Click the Reset button.

Application:
Once all the details have been correctly entered on the authorization prompt, the database will be refreshed leaving the master files, customized forms, and set-up intact.