10. Undo a mistake

Show me in Utilops

When you need this: you put a fee on the wrong account. You typed the wrong amount. Most of what you do in Billing and Payments can be taken back. Here are the four ways, quickest first.

Steps

1. When you save something, a green message shows at the top right of the screen. It has an Undo button. Click it and the change goes away. The button stays for five minutes.

   

2. Missed the green message? Look in the bottom left corner for a round blue button with a number on it. Click it. The name of the button is Recent actions.

   

3. Your last ten actions in this part of Utilops are listed, newest first. Click Undo beside the one you want back. A window tells you what it will do. Click to say yes.

   

4. Older than that? On the left side of the screen, click Data Management, then click Change History. Pick a Time Period, click Apply Filters, find the row, and click Undo.

   

5. Deleted something by mistake? On the left, click Data Management, then click Recycle Bin. What you delete waits there for 30 days. Find the row and click Restore.

   

What you cannot take back here

• A bill that went out to customers. A text, an email or a printed bill is gone. Make it right with a credit, or void the bill and make a new one. Then call the customer.
• A card or bank payment. The money is already at the bank. Send it back with Refunds. Lesson 6 shows how.
• A notice that was sent. Send a short follow up to the same people.
• A bank file you gave the bank. Call the bank.

Made a mistake? Click Undo on the green message that appears, or open Show me how at the top and pick Undo a mistake.

You are done when

The record reads the way it did before. The green message says it was undone, and the row in Change History reads Undone.

If something looks different

The green message has no Undo button. That action cannot be taken back. The message says what to do instead. Read it before you close it.

The Undo button is faded in Change History. Money rows are not undone there. Use Refunds, or void the bill or the payment.

Someone changed the same record after you did. Utilops says so and offers to undo both at once.

You do not see Data Management on the left. Only some roles may open it. Ask your administrator.