See change history and restore a change

History lists every add, edit and delete people make in Balancivo, newest first, with who did it and when. Owners can put back something that was deleted, or undo an edit. Only that record changes.

Steps

1. Go to History. It's in the menu under Setup, and only owners see it.
2. Narrow the list. Use What (for example Transactions or Invoices and bills), Change (Deleted, Edited or Added) and Search for a name, amount or person.
3. Read the row. Each change shows When, Who and What changed. Edits list each field that changed, old value to new.
4. Click Restore on a deletion, or Undo edit on an edit, and confirm.
5. Check the result. A message confirms it, and the row is grayed out with "Restored" and the date.
6. Need something older? Click Show older changes at the bottom.

Good to know

• Restoring a deletion also puts back the items deleted with it in the same step, such as an invoice's lines. The row says how many related items there are.
• Undoing an edit puts back only the fields that edit changed; later edits to other fields stay.
• Adding something can't be undone here. Remove it where it was added.
• If a record was edited and later deleted, restore the deletion first.
• Each change can be restored once.
• Restoring follows the usual rules: a closed month has to be reopened first in Month close, and a restored pay run goes back to needing review before it posts.
• Uploaded receipt files that were deleted can't be brought back here, only their record.
• Changes Balancivo makes by itself, like the nightly bank sync, are hidden. Check Include automatic changes to see them.