Maintenance

Purging information that's no longer needed


After you've used MYOB FirstEdge for a long time, you'll probably notice that the size of your company file has grown considerably. Information such as journal entries and invoices build up over time. When your company file has grown larger than you want it to, you may want to delete the parts of the data that are no longer needed from the file. The process of deleting data from your company file is called purging.

Note:  Purging is based on your current fiscal year setup

You can purge closed invoices and journal entries. Before you purge information from your records, you should plan out a strategy. You normally should purge information in the following order:

  1. Closed invoices


  2. Journal entries


If you activated the Use Audit Trail Tracking preference, the Audit Trail entries that have been recorded also affect the size of your company file. These entries can be purged as part of the Start a New Fiscal Year process. (Closing a fiscal year and starting a new one)

Step by step

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