Find and restore a deleted record

We understand that part of the audit process involves being able to find things later and reference the audit trails. You may also need to restore these deleted items.

Most lists include a Show Inactive option to display deleted objects. The record can then be clicked to view, often including the option to review the audit trail, any associated documents, or restore the deleted/inactive object if possible.

Below are the most commonly searched deleted/inactive records. You can follow the same steps for other list items as well.


Vendors

  1. Click Vendors in the left navigation pane
  2. Click the more options dots ⋮ next to Add vendor
  3. Click Show Inactive
  4. If you want to restore an inactive vendor, click the vendor name
  5. Click Undelete

Bills

  1. Hover over Bills in the left navigation pane, and click All Bills
  2. Click Filter
  3. Click Show, then click Inactive
  4. Click Apply
  5. If you want to restore an inactive bill, click the invoice number
  6. Click More actions
  7. Click Undelete

Vendor credits

  1. Hover over Bills in the left navigation pane, and click Vendor Credits
  2. Check the Show Inactive Vendor Credits box

Note: Deleted/inactive vendor credits cannot be restored. You will need to create a new vendor credit if needed.

Customers

  1. Click Customers in the left navigation pane
  2. Click the more options dots ⋮ next to Add customer
  3. Click Show Inactive
  4. If you want to restore an inactive customer, click the customer name
  5. Click Undelete

Invoices

  1. Hover over Invoices in the left navigation pane, and click Open Invoices
  2. Click Filter
  3. Click Show, then click Inactive
  4. Click Apply
  5. 6. If you want to restore an inactive invoice, click the invoice number
  6. Click More actions
  7. Click Undelete Invoice

Credit memos

  1. Hover over Invoices in the left navigation pane, and click Credit Memos
  2. Check the Show Inactive Credit Memos box

Note: Deleted/inactive credit memos cannot be restored. You will need to create a new credit memo if needed.