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Incorrectly Published to the Wrong Client

I've connected the wrong client and published expenses to the accounting platform. What do I do now?

This Guide will assist in showing the steps needing to be taken if the incorrect client on an accounting platform is connected via the WebApp and expenses have been published to the accounting platform.

There are two scenarios in which this can happen:

  1. Incorrect client connected, BEFORE any documents have been extracted and published to the accounting platform
  2. Incorrect client connected, AFTER any documents have been extracted and published to the accounting platform

This Guide deals with the second scenario.

AFTER

If the incorrect client has been connected and some documents have been extracted and published, the process is a bit longer.

Step 1

Log into your Accounting Platform and go to the incorrectly affected client.

Step 2

Delete all the records that were published from Jack.

Step 3

If you connect to wrong client, delete records in Xero etc, then come back to jenesys. you 'unarchive' and Xero API is asked if this trans exists, retuns a no, therefore trans in jenesys is unarchived and editable