accpac simply accounting 9.0 Manuel D’Utilisation
Part 4: Time-Savers
23–6 Simply Accounting
SW9UG 22-23.doc, printed on 1/8/02, at 2:58 PM. Last saved on 1/8/02 10:51 AM.
ACCPAC INTERNATIONAL, INC. Confidential
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Print historical financial statements easily, without having to
restore a backup file.
restore a backup file.
The program adds to your financial history when you start a
new fiscal year.
new fiscal year.
Saving disk space
The more transactions you store, the more hard-disk space they
take up and the longer some actions take to complete. For this
reason, you should clear details that are no longer needed.
take up and the longer some actions take to complete. For this
reason, you should clear details that are no longer needed.
The best time to clear data is at year-end or the beginning of the
year. As long as you back up your data, you can always restore
old company details so that you can look them up. For more
information on backing up and restoring company data, see
“Backing up Your Company’s Information” in Chapter 19.
year. As long as you back up your data, you can always restore
old company details so that you can look them up. For more
information on backing up and restoring company data, see
“Backing up Your Company’s Information” in Chapter 19.
Note: You cannot look up or automatically adjust transactions
that you have cleared.
that you have cleared.
To clear transactions:
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On the Maintenance menu in the Home window, you can
choose Clear Data and then any of the following commands:
choose Clear Data and then any of the following commands:
Clear:
What This Clears
More Information
Transaction Details
Transaction entries and project
allocations.
allocations.
We recommend that you
keep transaction details for
at least 12 months.
keep transaction details for
at least 12 months.
Paid Transactions
Invoices from customers or vendors
that have been fully paid. This
includes payments made in the
Payments window with the Make
Other Payments option.
that have been fully paid. This
includes payments made in the
Payments window with the Make
Other Payments option.
You can clear paid invoices
automatically for each
vendor or customer. See
“Adding Vendors” in
Chapter 12 and “Adding
Customers” in Chapter 13.
automatically for each
vendor or customer. See
“Adding Vendors” in
Chapter 12 and “Adding
Customers” in Chapter 13.
Tax Report
Details of all or selected sales taxes.
We recommend that you
keep tax data for at least
12 months.
keep tax data for at least
12 months.
Account
Reconciliation
Reconciliation
Details of account reconciliations.
We recommend that you
keep account reconciliation
information for at least
6 months.
keep account reconciliation
information for at least
6 months.