accpac simply accounting 9.0 Manual Do Utilizador

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. 

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Print historical financial statements easily, without having to 
restore a backup file.  

The program adds to your financial history when you start a 
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. 

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. 

 

Note:  You cannot look up or automatically adjust transactions 
that you have cleared. 

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On the Maintenance menu in the Home window, you can 
choose Clear Data and then any of the following commands: 

Transaction Details 

Transaction entries and project 
allocations. 

We recommend that you 
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. 

You can clear paid invoices 
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. 

Account 
Reconciliation 

Details of account reconciliations. 

We recommend that you 
keep account reconciliation 
information for at least 
6 months.