The Clear Audit Trail option deletes transactions which meet certain criteria. An opening balance journal shows the balance of these deleted transactions. You can view the removed transactions on the Audit Trail Historic reports.
TIP:We recommend that you run this routine on the computer which holds your accounts data.
To run the Clear Audit Trail
NOTE: Clearing the audit trail affects retrospective reports that use transactional data, we recommend running any important reports before clearing the transactional history.
Click Tools then click Period End and Clear Audit Trail.
Enter the date you want to clear transactions up to and click Clear audit trail.
Click OK, then Close and click Close to view the removed transactions.
You've now cleared your audit trail up to and including the specified date. To reclaim disk space after removing transactions, you can compress your data.
To check the number of transactions remaining on the audit trail:
Click Help then About and under Data Information check Splits
Postings
When you run a Clear Audit Trail, an opening balance journal posts to your nominal codes replacing the removed transactions.
Transactions not removed
Find out why transactions remain on your audit trail after running the clear audit trail process.
What next?
After removing old transactions, you can remove old, unused records, invoices and orders: