> For the complete documentation index, see [llms.txt](https://www.zerabooks.com/help/llms.txt).

# Review and undo AI actions

Everything ZeraBooks does on its own is listed in Done by AI with how sure it was. Here is how to check the actions flagged for a glance, undo one, and what can't be undone.

## Read the log

1. In the left navigation, click **Autopilot**.
2. Scroll to **Done by AI**. Actions are grouped by day (**Today**, **Yesterday**, then the date), newest first. The latest 200 actions are shown.

Each row shows what was done, the kind of action (for example **Categorized a transaction** or **Recorded depreciation**), how sure ZeraBooks was ("· 94% sure") and the time.

![The Done by AI log: the For a glance filter, an Undo button on an action, and an action changed later that no longer offers Undo](https://www.zerabooks.com/help/shots/autopilot-log-undo.png)

## Check the actions flagged for a glance

Some actions were done with less certainty. They carry an orange **For a glance** badge.

1. At the top of **Done by AI**, click **For a glance**. The number next to it is how many are waiting.
2. Check each one. If it's right, there's nothing to do. If it's wrong, click **Undo**.
3. Click **Everything** to see the whole log again.

When nothing is flagged, the filter shows "Nothing is waiting for a glance."

## Undo an action

1. Find the action in **Done by AI**.
2. Click **Undo** on its row.
3. The message "Undone." confirms it. The row is struck through and marked **· Undone**.

What undo does depends on the action:

| Action | What Undo does |
| --- | --- |
| A category change | Puts each transaction back to its previous category. Transactions you've changed since are left alone. |
| A vendor or customer it created | Deactivates it. It isn't deleted. |
| A journal it recorded (depreciation, loan interest, a prepaid spread) | Deletes the journal |
| Closing the books | Reopens the books to the previous closing date |
| Signing off a month | Removes the sign-off, so the month is open again in **Reconciliations** |
| Approving a bill or invoice | Moves it back to a draft |
| Matching a payment to a bill or invoice | Removes the match. A match you've changed since is left alone. |

An action you undo is not redone on the next pass.

{% hint style="warning" %}
Two actions can't be undone and have no **Undo** button: **Merged duplicate parties** (merged records stay merged) and **Sent a payment reminder** (an email can't be unsent).
{% endhint %}

## Actions changed later

If you or someone else changed the result outside Autopilot, the row is struck through with a label such as **Category changed later**, **Voided later**, **Sign-off removed later** or **Books reopened later**. There's nothing left to undo, so the **Undo** button is gone.

If the log hadn't refreshed yet and you click **Undo**, ZeraBooks explains instead, for example "Nothing to undo — this document was voided since."

## Frequently Asked Questions

<details>
<summary>Can I undo everything Autopilot does?</summary>

Almost. Everything can be undone from the log except merged vendors or customers and payment reminders already emailed. Those two have no **Undo** button.
</details>

<details>
<summary>Will Autopilot redo something I undid?</summary>

No. An undone action is treated as your answer, so later passes leave that item alone.
</details>

<details>
<summary>Why does an action say "Category changed later" with no Undo?</summary>

The category was changed outside Autopilot after it acted, so its change is no longer in your books. There's nothing left to undo.
</details>

<details>
<summary>What does "For a glance" mean?</summary>

ZeraBooks did it, but it was less certain, so it flags the action for you to check. Use the **For a glance** filter to see only those.
</details>

<details>
<summary>What does "That action could not be undone." mean?</summary>

The undo failed, often because the change would fall in a closed period ("That date is in a closed period. Reopen the books from Reconciliations first.") or the connection dropped. Reopen the books if needed and try again.
</details>

<details>
<summary>Does undoing a created vendor delete it?</summary>

No. It's deactivated, so it stays on anything it already touches and stops being offered when you pick a vendor.
</details>

---

## Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://www.zerabooks.com/help/autopilot/review-and-undo-ai-actions.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.

The full index is at https://www.zerabooks.com/help/llms.txt. An MCP server with `searchDocumentation`, `getPage` and `askQuestion` tools is at https://www.zerabooks.com/help/mcp.
