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.