Difference between revisions of "How do I cleardown customer or supplier transaction history?"
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Tim Laundon (talk | contribs) (Created page with "{{Incomplete}} ==Summary== The following article explains how you cleardown Customer and Supplier transaction history. == More Information == You may have occasion where you wil...") |
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==Summary== | ==Summary== | ||
The following article explains how you cleardown Customer and Supplier transaction history. | The following article explains how you cleardown Customer and Supplier transaction history. | ||
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*Go to {{Menu|Sales Ledger|Cleardown}} | *Go to {{Menu|Sales Ledger|Cleardown}} | ||
| + | *In the {{DataPrompt|Documents before:}} field, enter in a date you want Platinum to cleardown documents to. | ||
| + | {{Note|This will only cleardown the history of completed transactions on customer accounts, any incomplete transactions will not be cleared down.}} | ||
| + | {{Note|It is advisable to leave the current 6 months transaction history open.}} | ||
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| + | == See Also == | ||
| + | *[[How do I print an Aged Debtor or Creditor List?]] | ||
| + | *[[How to process a month end]] | ||
| + | |||
| + | {{KB_Tags|clear-down, history, archive}}{{KB_SL}}{{KB_PL}} | ||
Revision as of 11:49, 18 September 2012
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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
