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.
Article ID: 77
Created On: Fri, Jun 8, 2012 at 3:53 PM
Last Updated On: Mon, Jun 19, 2023 at 4:14 PM
Online URL: https://kb.datafile.co.uk/article/invoice-document-clear-down-options-77.html