Difference between revisions of "How do I cleardown customer or 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| | + | Go to {{Menu|{{SL}}|Cleardown}}. |
*In the {{DataPrompt|Documents before:}} field, enter in a date you want Platinum to clear down (archive) documents to. | *In the {{DataPrompt|Documents before:}} field, enter in a date you want Platinum to clear down (archive) documents to. | ||
{{Warning|text=This will only cleardown the history of completed transactions on customer accounts, any incomplete transactions will not be cleared down.}} | {{Warning|text=This will only cleardown the history of completed transactions on customer accounts, any incomplete transactions will not be cleared down.}} |
Revision as of 11:29, 23 October 2013
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