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Tidy up your data after year end

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Summary

Tidy up your data in Sage 50 Accounts after your year end.

Description

After running your year end, it's the perfect time to tidy up your data and streamline your records.

You can watch this collection of video guides to do this, or if you prefer, click the Find out more links for a step-by-step guide.

Resolution

Clear your audit trail 

Remove old transactions. 

Clear your stock

Remove old unused stock transactions.

Remove old customer and supplier records

Remove any old unused customer or supplier records.

Remove old invoices and orders

Remove any old product invoice, service invoices, sales orders or purchase orders.

Compress your data

After deleting records and transactions, the compress option helps you to recover some space.