Archive Transactions
THE ARCHIVE PROCEDURE WILL CLEAR DOWN TRANSACTIONS NO LONGER REQUIRED FOR VIEW, E.G. CLOSED FINANCIAL PERIODS WHICH ARE NOW COMPLETED.
OPENING BALANCES ARE AUTOMATICALLY CALCULATED AND CARRIED FORWARD BY THESAURUS ACCOUNTS.
ARCHIVING WILL ALSO SPEED UP THE FUNCTIONALITY OF THESAURUS ACCOUNTS AS THERE ARE FEWER TRANSACTIONS TO BE SORTED EACH TIME A REPORT IS GENERATED.
PLEASE NOTE: You must take a back up before completing the Archive.
TOOLS > ARCHIVE OLD TRANSACTIONS
Clear Down Date
Enter the clear down date which is the date up to which transactions will be cleared down and archived to prevent editing and to increase the speed of report preparation.
Prepare
The program will automatically identify the transactions for archive and prepare the balances to be carried forward.
Perform Archive
This will complete the archive procedure.
ARCHIVED TRANSACTIONS ARE STILL AVAILABLE FOR VIEWING WHEN RUNNING REPORTS. AN "ARCHIVE" BUTTON IS AVAILABLE WITHIN THE REPORTS SCREENS GOING FORWARD.
TO REVERSE THE ARCHIVE
REVERSING THE ARCHIVE WILL RESTORE ALL THE PREVIOUSLY ARCHIVED TRANSACTIONS BACK INTO THE MAIN PROGRAM THE SAME AS PREVIOUS TO PERFORMING THE ARCHIVE.
TOOLS > ARCHIVE OLD TRANSACTIONS
Clear Down Date
Click into the Clear Down Date box.
F8
Click "F8" on your keyboard. The last archive file will be given.
Reverse Last Archive
Click "yes" to reverse the archive.
