To purge activity slips

Please note that this task requires single-user access. See Single-user file locking for more information.

Print all the reports that you wish to keep that show the activity slips you’ll be purging. You might consider printing an Activity Slip Report for Completed Work, on which you can include whatever information you need about the activity slips you’re about to purge.

Make a backup of your data file. Clearly mark this backup and put it in storage as part of your permanent records. (If you’ve just purged closed invoices, closed bills or journal entries and made a backup during one of those procedures, it’s not necessary to make another backup for activity slips.)

Open the Time Billing Command Center.

Choose Purge Activity Slips from the File menu to open the Purge Activity Slips window.

From the Purge Activity Slips BEFORE list, enter the first month from which you don’t want to remove activity slips. All activity slips dated prior to the month you select will be marked for purging.

If you’ve assigned identifiers to people and companies in the Card File and wish to purge activity slips for employees and vendors with the same identifier(s), enter the identifier(s).

Click the Continue button. Another Purge Activity Slips window appears, listing all the employees and vendors in the Card File whose activity slips match the criteria you entered in the first Purge Activity Slips window.

From the list, select the employees and vendors whose activity slips you want to purge. If you wish to keep activity slips for any employees or vendors, click the x that appears next to that person’s name to remove it.

Click the Purge Activity Slips button.