BeforeMay docs
WorkpapersCases

Restore a deleted case

Find a case in Trash and put it back with its documents before the recovery window ends.

Source reviewed Product documentation

To remove a case, open its menu, choose Delete case…, then confirm Move to Trash. The confirmation tells you that the case and its documents remain recoverable for the displayed period.

Open Trash from the Cases navigation. Find the client and financial year, then choose Restore on that row. The case returns to the case list with its documents. Back to cases takes you there.

Delete now and Empty trash are permanent deletion actions. Use Restore while the countdown is still running if the removal was a mistake.

Roll a case forward

Start next year's case from a completed case while carrying the client details and document chase list.

Reading the workbook

What is in a delivered working paper, how a figure traces back to the document it came from, and what the delivery gate checked before you saw it.