Yes. Users who have been given administrative access can rollback the period.


To do so, the user will need to use the Wealth Management module, Clients tab and either the menu option Client Periods - Edit or Client Details - Edit (Periods tab). Using the Edit button to the right of the period, edit the period detail, removing the Final status and RO (Read Only) tick.


Please refer here for more information about Period Ends, and the statuses assigned to periods.


This article was last reviewed 07/2024.