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Reset reserve history only when an event’s accumulated reserve trail is wrong in a way that another reserve update cannot correct, or when non-zero reserves must be cleared before deleting the event. A reset returns the selected reserve balance to zero and establishes a new starting point for its history.
A reset cannot be undone. Recorded payments and invoices remain, but the selected category’s earlier reserve updates fall behind the new history horizon. Use Setting a Reserve for a normal estimate change.

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Choose Between Zero and Reset

Both actions can leave the current reserve at zero, but they preserve different stories. The reset confirmation shows the exact effect before anything changes. For the selected category, Expected Total falls by the current reserve; when the reserve becomes $0, the remaining expected total is the amount already paid. See Reserves for the conceptual model and What Each Action Posts for the accounting treatment.

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Select What to Reset

Open the event and select Financials → Reserve Updates. The Reset Reserves control is available only to users who can update financial activity, and only when at least one Loss/Recovery Invoice Type has reserve history. Open Reset Reserves and choose:
  • one Invoice Type to reset only that category; or
  • All Categories to reset every category on the event that currently has reserve history.
A category without active history remains visible in the menu but is disabled. You can also reset one category from its reserve editor by selecting Reset History above that category’s history table.
Reserve Updates for UGR 02 Reserve Reset Claim before reset, with the Reset Reserves menu open: All Categories and Indemnity are enabled, ALAE is disabled, and two existing Indemnity reserve-update rows show $37,000 and $45,000 reserves.

Only categories with active reserve history can be reset; the existing Indemnity updates remain visible until you confirm the reset.

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Review and Confirm

After choosing a category or All Categories, review the confirmation carefully.
1

Confirm the scope

The title says Reset [Type] Reserves for one category or Reset All Reserves for the event-wide selection. Check each category listed in the preview.
2

Compare the before and after values

For each category, the preview strikes through the current Reserve and Expected Total, then shows the resulting reserve of $0 and the new expected total.
3

Protect recorded activity

Confirm the message states that recorded payments stay the same. A reset does not void invoices, remove payments, or change invoice statuses.
4

Acknowledge the irreversible change

Select Reset Reserves only when the scope and preview are correct. Select Cancel to leave the history untouched.
Reset Indemnity Reserves confirmation showing Indemnity's struck-through $37,000 Reserve and $45,000 Expected Total, resulting $0 Reserve and $8,000 Expected Total, recorded payments unchanged, an irreversible warning, and an enabled Reset Reserves button.

The confirmation makes the financial effect explicit before the irreversible action is submitted.

When All Categories is selected, the app resets each eligible category in sequence. If only part of the selection succeeds, the message reports how many categories were reset. Review the remaining enabled categories and retry only those that still need a reset.

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Verify the New Starting State

After the success message appears:
  1. Return to the Overview Report and confirm each selected category’s Reserves cell is blank, representing a zero reserve.
  2. Confirm its Paid amount is unchanged and its Total now matches the paid amount.
  3. Open Reserve Updates and find the italic reset marker naming who reset the history and when.
  4. Confirm the earlier rows no longer appear in the active listing. Any reserve updates recorded later will appear after the marker as the new history.
  5. If the reset was performed to unblock event deletion, check every reserved category; a non-zero reserve in any category still blocks deletion.
Reset result for UGR 02 Reserve Reset Claim: the Overview row for Indemnity has a blank Reserves cell representing zero, Paid $8,000, and Total $8,000; Reserve Updates shows only the italic marker 'Reserve history reset by Dani Glasgow on Jul 30, 2026, 2:45 PM.'

After the reset, the overview retains the paid amount while the reset marker becomes the first item in the active reserve history.

Resetting one category does not affect the event’s other reserve categories. Use All Categories only when every active reserve history on the event is intended to start over.