In this guide, we will walk you through the process of quickly deleting and restoring a supporting document from the Trial Balance.

Deleting a Supporting Document

1. Locate the account your supporting document is assigned to and click the paperclip:
   
2. Ensure all the sign-offs have been removed:
   
3. Click the three dots on the right-hand side of the account:
   
4. Click Delete Supporting Document:
   
5. Confirm the deletion in the pop-up:
   
6. You have now successfully deleted the supporting document from your file. Recovering a Deleted Supporting Document:
    

Restoring a deleted Workpaper

1. Go to the Working Paper Index:
   
2. Go into Options and tick show inactive workpapers and show deleted workpapers:
   
3. Open the Workpapers folder and select the cog to the right of the deleted workpaper. From here, you are then able to click “Restore”
   
4. Once you have pressed Restore, go back to the Trial Balance. You will see your supporting document has returned to the assigned account: