Clean-Up Utility

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The Clean-up utility helps you purge old records from your data. For this reason, it’s recommended that you only run this after the year end is complete to ensure the proper information is purged, and it's also strongly recommended you make a backup before running this utility. Information deleted by this utility cannot be recovered except by restoring a backup from before you ran the utility.

This utility has several different functions. It can do any or all of the following:

» Delete transactions for Fiscal Years prior to—This option allows you select a date that starts one of your fiscal years, and then, from that date back, deletes all deposits, checks and journal entries from all funds.

» Delete inactive accounts with no associated transactions in any Fiscal Year—This option will delete any account that has been marked as inactive and has no transactions in any fiscal year in your system. Typically, you can use this option in conjunction with the previous option to delete accounts you no longer want to have in your system.

» Delete inactive vendors with no associated transactions in any Fiscal Year—This option will delete any vendor that has been marked as inactive and has no transactions associated with them in any fiscal year. Typically, you can use this option in conjunction with the first option to delete any vendors you no longer want to have in your system.

» Delete account summaries for Fiscal Years prior to—This option lets you select a year and delete all account actuals starting with the year before the year you selected. You must keep at least 3 years worth of account actuals in your system.

» Delete Purchase Orders for Calendar Years prior to—This option lets you delete any purchase orders in your system that you have entered prior to the year you selected.

» Renew Recurrent transactions that expired or will expire during the current Fiscal Year—This option will look at each recurrent transaction that you have entered into your system, and if any of those transactions expired in your current fiscal year, it will add one additional year to the ending date. 

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