Purging information that is no longer needed

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.

caution :

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:

■	journal entries (including prior year paychecks)

■

sales

■	business contacts

■	reminder logs

■	sales history figures.

To purge information

1	Open the company file to be purged.

2	Create a backup file. See ‘Backing up and restoring company files’.

3	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.

4	Go to the File menu and choose Purge [...].

5	Click Continue and follow the instructions in the Purge [...] wizard.