Bright Accounts Production does not currently have an archive option or a separate backup/restore function for unused clients or datasets.

If you no longer need a client or dataset, the only option is to delete the dataset and remove the client. This will free up storage space and release the associated licence.

Important: Before deleting a client or dataset, we recommend downloading any reports or information you may need in the future.

What should I do before deleting a client or dataset?

We recommend downloading and saving any relevant reports, such as:

• Trial Balance (TB)
• Journals
• Other reports or financial information you may need for future reference.

Can I restore a deleted client or dataset?

No. Bright AP does not currently provide a backup or restore function to recover deleted clients or datasets.

If you need to use the client again in the future, you will need to create a new client and dataset and re-enter the relevant information.

Having previously downloaded reports, such as the Trial Balance and Journals, will help you refer back to the original information when recreating the client.

Important: Ensure you have downloaded and securely saved all necessary information before deleting a client or dataset, as it cannot be restored afterwards.