Delete something and recover it

Delete a property, unit, lease, tenant, or a portfolio record like a mortgage, valuation, or insurance policy. You have 24 hours to recover it before it is removed for good.

Documents are the exception. A document you delete is removed right away and is not held in Recently deleted, so read the "Documents are different" section below before you delete one.

Before you start

• You need to be an account owner, an admin, or a property manager.
• A property manager who is assigned to specific properties can only delete things on those properties. Things on a property you are not assigned to are not shown to you, and the action is refused if you try.
• Deleting is reversible for 24 hours, so you can undo a mistake. After that it is permanent.
• Units and portfolio records (mortgage, valuation, insurance) delete the same recoverable way. Open the property, find the item, and select Delete.

Steps

1. Open the thing you want to delete, for example a property from Properties.
2. Select Delete. A confirmation opens and shows what will be removed.
3. Read it. If the item has sub-items or money on it, you will see what to do first instead.
4. Type DELETE to confirm, then select Delete.

What happens next

• The item is scheduled for deletion and stays visible with a "Scheduled for deletion" label so you can still see it.
• A property scheduled for deletion is left out of your tax package (the T776 on Tax, its download, and anything you share with your accountant). The Tax page says so at the top and names the property, so nothing is left out silently. Recover it and it is included again.
• On the Tax page, a capital asset on that property stays in the Capital assets list with the same "Scheduled for deletion" label. If you use the CCA pools, claims or the capital balance sheet, each of them leaves the property out too and says so beside its figures.
• It still counts toward your plan until it is removed, because it is kept so you can recover it. Billing says so under your usage. On the Free plan that means you may need to wait for the 24 hours to pass, or upgrade, before adding a replacement.
• Automatic rent collection (pre-authorized debit and autopay) on an affected lease stops right away.
• After 24 hours it is removed for good. Until then you can recover it.

Documents are different

A document (an uploaded file, a scan, a signed PDF) is not part of the 24-hour recovery. Deleting one removes the file immediately and there is no undo, so the confirmation says so before you commit.

• A signed document cannot be deleted at all. It is your record of who signed, when, and that they consented, so Wealthru keeps it. Hide it from the tenant instead if it should not be visible.
• A document still waiting for a signature can be deleted, so you can withdraw one you sent by mistake.
• Deleting a property, unit, tenancy or tenant does take its documents with it, after the 24-hour window, because the whole record is going.

Recover something

1. Open Account details from the menu.
2. Find the Scheduled for deletion list.
3. Select Recover next to the item to bring it back.

Troubleshooting

• It will not delete and lists blockers. Delete the sub-items first. For example, delete a property's units before the property.
• It says the tenant still has a tenancy. Delete the tenancy first, then the tenant. Nothing on the tenant is touched by the refusal, their documents are all still there.
• It says the document has been signed. That is deliberate, a signed document is kept as a record. Use the tenant-visibility switch to hide it instead.
• It says the item has financial history. Anything with payments, charges, deposits, payouts, or a capital asset is kept so your records and taxes stay complete. Archive it instead of deleting it. To remove a capital asset entered by mistake, delete it from the capital schedule on the Tax page, which also takes it back out of your books.
• Autopay stopped after I recovered. Recovering brings the item back, but a tenant who was on autopay needs to set it up again.