The archiving procedure will clear down transactions no longer required for viewing, e.g. closed financial periods which are now completed. Opening balances are automatically calculated and carried forward by thesaurus accounts. Archiving will also speed up the functionality of thesaurus accounts as there are fewer transactions to be sorted each time a report is generated.

Note: You must take a backup before completing the Archive.

To archive transactions, complete the below:

• Navigate: Navigate to Tools> Archive Old Transactions.

• Clear Down Date: Enter the clear down date which is the date up to which transactions will be cleared down and archived to prevent editing and to increase the speed of report preparation.

•  

  Prepare: The program will automatically identify the transactions for archive and prepare the balances to be carried forward.

•  

  Perform Archive: This will complete the archive procedure.

Archived Transactions are still available for viewing when running reports.  An Archive button is available within the reports screens going forward.

Reverse Archive Transactions

Reversing the archive will restore all the previously archived transactions into the main program the same as previous to performing the archive.

To reverse the archived transactions, complete the below:

• Navigate: Navigate to Tools> Archive Old Transactions.

• Clear Down Date: Click into the Clear Down Date box.

• F8: Click F8 on your keyboard. The last archive file will be given.

• Reverse Last Archive: Click Yes to reverse the archive.