Purge Sale/Purchase Quotes and Cards

New Features > Purge Sale/Purchase Quotes and Cards

Purge Sale/Purchase Quotes and Cards

With the ability of creating and tracking leads and customers you also have an assistant to help you through the process of purging sales/purchase quotes and cards from your company file.

For customers and leads, you can purge quotes and their associated cards that haven’t been converted to sales and are no longer needed. This assistant will step you through the process of first purging the transactions then the associated cards.

A new purge button has been added to the Cards List menu to purge lead, customer and supplier cards. This button will take you to the Purge Sales Quotes and Cards window or the Purge Purchase Quotes and Cards window.

All purging options, listed below, can now be found under the File menu.

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Journal Entries

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Closed Invoices

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Sale Quotes and Cards

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Purchase Quotes and Cards

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