Home » Categories » Solutions by Business Process » Finance » Sales and Purchase Ledgers

Invoice Document Clear Down Options

Datafile Software

Invoice Document Clear Down Options

When an account is deleted the system removes the account record but does not remove any saved documents tied to the account record. For Release 6.4 new options have been added to the account deletion, year-end and the clear down procedures within the Controls & Audit Manager to remove documents for deleted accounts.

Deleting an Account Record

When deleting an account, after confirming the deletion you will be prompted:


If you respond ‘Yes’ the system will delete the saved documents for the account, if you respond ‘No’ the account is still deleted but the saved documents are retained.

Year End – Remove Accounts Marked for Deletion

As part of the Period End procedure at Year End the system will also prompt to remove any saved documents if you respond positively to the option delete accounts and transactions flagged for year-end deletion.

Controls & Audit Manager Options

Within the Controls & Audit Manager a new option has been added to the Clear Down parameters to clear any documents for deleted accounts.


Installation

No additional configuration options are required for this feature – the clear down option is available immediately after the program update.

Custom Fields
  • Release ID: 6.4
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Database Audit
Viewed 2285 times since Mon, Jul 2, 2012
Group Account Credit Limit Checking Sales Ledger Only
Viewed 7063 times since Mon, Mar 2, 2020
Ledger Control Summary
Viewed 2342 times since Mon, Jul 2, 2012
Enquire Account Details - Application User Facilities
Viewed 2386 times since Mon, Jul 2, 2012
Transfer Outstanding Balances
Viewed 2309 times since Fri, May 27, 2016
VAT Form 100 - Group VAT Registration
Viewed 5011 times since Tue, Oct 9, 2018
Transaction Control Numbers
Viewed 7733 times since Mon, Jul 2, 2012
Fuel Scale Charge Posting
Viewed 4877 times since Fri, Oct 12, 2018
Scan / Input Bar Code for Stock Code
Viewed 613 times since Thu, Jan 2, 2025
Trans Sub Contract (Purchase Ledger) - Database Profiles
Viewed 2116 times since Mon, Jul 2, 2012