How do I cleardown customer or supplier transaction history?
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Revision as of 13:03, 6 October 2022 by Katy Kitchen (talk | contribs)
Summary
The following article explains how you cleardown Customer and Supplier transaction history.
More Information
Customer and Supplier accounts can build up a large number of transactions which can result in their history screen taking longer to load. Using the Cleardown option archives all fully processed items so you are left with the current items only.
The archived items are saved into the Document History menu option so can be easily viewed via this option or via the use of the CRM/SRM. You are still able to view and reprint items from here.
The process for both ledgers is the same.
Go to " Sales Ledger/Purchase Ledger Cleardown".
- In the "Documents before:" field, enter in a date you want Platinum to clear down (archive) documents to.
 | This will only cleardown the history of completed transactions i.e. fully processed through the Month End Routine and whose balance returns to zero. Any incomplete transactions will not be cleared down. |
 | It is advisable to retain the last 6 months for ease of use. |
See also
- How do I Un-archive Sales/Purchase Ledger Transactions?
- What does document history show me?
- How do I call up the CRM?
- How do I print an aged debtor or creditor list?
- How to process a month end
