Maintenance

To purge timesheets

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

  1. Print all the reports that you wish to keep that show the timesheets you'll be purging. You might consider printing a Timesheet Report for each employee, which includes whatever information you need about the timesheets you're about to purge.


  2. Open the Payroll Command Center.


  3. Choose Purge Timesheets from the File menu to open the Purge Timesheets window.


  4. Click the Backup button to make a backup of your company 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, activity slips or journal entries and made a backup during one of those procedures, it's not necessary to make another backup for activity slips.)


    Note:  Make a backup before purging
  1. Click the Continue button. From the Purge Timesheets BEFORE lists, enter the first month and the fiscal year from which you don't want to delete timesheets. All timesheets dated prior to the month and the fiscal year you select will be marked for purging.


  2. If you've assigned identifiers to people and companies in the Card File and wish to purge timesheets for employees with the same identifier(s), enter the identifier(s).


  3. Click the Continue button. The next window lists all the employees in the Card File whose timesheets match the criteria you entered in the first Purge Timesheets window.


  4. From the list, select the employees whose timesheets (and associated activity slips) you want to purge. If you wish to keep timesheets for any employee, click the checkmark that appears next to that person's name to remove it.


  5. Click the Purge Timesheets button.


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