Difference between revisions of "How do I cleardown customer or supplier transaction history?"
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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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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. | 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 {{Menu|Sales Ledger|Cleardown}}. | |
| − | *In the {{DataPrompt|Documents before:}} field, enter in a date you want Platinum to | + | *In the {{DataPrompt|Documents before:}} field, enter in a date you want Platinum to clear down (archive) documents to. |
| − | {{ | + | {{Warning|iconsize=small|text=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.}} | + | {{Note|iconsize=small|text=It is advisable to leave the current 6 months transaction history open.}} |
| − | + | == See also == | |
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| − | == See | ||
*[[How do I print an Aged Debtor or Creditor List?]] | *[[How do I print an Aged Debtor or Creditor List?]] | ||
*[[How to process a month end]] | *[[How to process a month end]] | ||
{{KB_Tags|clear-down, history, archive}}{{KB_SL}}{{KB_PL}} | {{KB_Tags|clear-down, history, archive}}{{KB_SL}}{{KB_PL}} | ||
Revision as of 14:17, 18 September 2012
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 clear down (archive) 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
