Purging information that's no longer needed

Maintenance > Purging Information that's no longer needed

After you've used MYOB AccountEdge for a long time, you'll notice that the size of your company file has grown considerably. Information such as journal entries, invoices, bills, activity slips and business contacts build up over time. When your company file has grown larger than you want it to, you may want to delete the parts of the data that are no longer needed from the file. The process of deleting data from your company file is called purging.

Note: Purging is based on your current fiscal year setup

When you select the month before which you want to purge, AccountEdge checks the current fiscal year of your company file and uses the selected month of your current fiscal year as the basis for deciding which transactions to purge. Before you purge, check the current fiscal year of your company file using the Company Information window.

When you purge information from your records, you should plan out a strategy to do so. We strongly recommend that you purge your information in the following order:

  1. Closed invoices
  2. Closed bills
  3. Journal entries
  4. Activity slips

Business contacts can be purged at any time.

You can purge activity slips that haven't been billed on invoices. If you've billed an activity slip on an invoice, you can purge that activity slip only if the invoice on which it was billed has been purged.

Step by step
To purge closed invoices
To purge closed bills

To purge journal entries

To purge activity slips

To purge business contacts

Related topics
Viewing transactions after purging


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