How do I cleardown customer or supplier transaction history?

From Catalyst
Revision as of 11:49, 18 September 2012 by Tim Laundon (talk | contribs)
Jump to: navigation, search

Summary

The following article explains how you cleardown Customer and Supplier transaction history.

More Information

You may have occasion where you will need to cleardown either customer or supplier transaction history. The process for both ledgers is the same. In the following example, the sales ledger will used.

  • Go to " Sales Ledger Cleardown"
  • In the "Documents before:" field, enter in a date you want Platinum to cleardown documents to.
This will only cleardown the history of completed transactions on customer accounts, any incomplete transactions will not be cleared down.
It is advisable to leave the current 6 months transaction history open.



See Also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
clear-down, history, archive