> ## Documentation Index > Fetch the complete documentation index at: https://docs.go.aiinsurance.io/llms.txt > Use this file to discover all available pages before exploring further. # Resetting Reserve History > Clear reserve history and establish a new starting state 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](/financials/guides/setting-a-reserve) for a normal estimate change. ## Choose Between Zero and Reset Both actions can leave the current reserve at zero, but they preserve different stories. | Action | Use it when | Result | | -------------------------- | ------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------ | | **Set the reserve to `0`** | The current estimate has changed and nothing more is expected to move. | Adds a normal update. Earlier reserve history remains part of the active trail. | | **Reset reserve history** | The accumulated trail must be cleared or reserve residue is blocking event deletion. | Returns the reserve to \$0, leaves recorded payments unchanged, and starts the active history from a reset marker. | 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](/financials/reserves#resetting-reserve-history) for the conceptual model and [What Each Action Posts](/financials/accounting-model/postings#resetting-reserve-history) for the accounting treatment. ## 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.

## Review and Confirm After choosing a category or **All Categories**, review the confirmation carefully. 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. 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. Confirm the message states that recorded payments stay the same. A reset does not void invoices, remove payments, or change invoice statuses. 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.

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.

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. ## 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.'

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.'

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.