Purging is the process of removing data from your company file. After you have used your software for a long time, you will notice that the size of your company file has grown considerably.
You should be particularly careful about purging transactions that haven’t been included in your end-of-period reporting. After transactions are purged, they will no longer appear in any report.
The purging information procedure (below) applies if you are purging:
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reminder logs
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Special considerations for purging activity slips and timesheets
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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.
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You can purge a timesheet only if an employee payment for the timesheet’s hours has been made using the Process Payroll assistant.
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If you purge activity slips, any slips with hours on timesheets are not purged. You must purge timesheets to purge those activity slips.
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If you purge a timesheet, any activity slips on the timesheet are also purged (only if an employee payment for the timesheet’s hours has been made using the Process Payroll assistant).
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caution : Purging multi-user company files
Purging a company file requires single-user access. See ‘Single-user file locking for special tasks’.
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Go to the command center to be purged. The information you can purge is dependent upon the command center you are in. For example, if you are in the Sales command center, you can only purge closed invoices.
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