Summary
This guide explains how to reduce the size of your data in Sage 50 Accounts, to make it easier to find records.
Description
If required, you can make an archive before you remove any information, in case you need to access it later.
NOTE: Removing unwanted sales invoices and credits doesn't remove any related audit trail transactions. To remove unwanted transaction, you can clear your audit trail.
Resolution
To remove unwanted quotations, invoices, credits or orders:
- Open the relevant module:
- Quotations - only Lost quotes can be deleted. To delete quotes with a different status, delete them in either Invoices and credits or Sales orders.
- Invoices and credits
- Sales orders - Sage 50 Accounts Professional only
- Purchase orders - Sage 50 Accounts Professional only
- Select the items you want to remove.
To select items prior to a specified date, use the search option to show the required records > Swap. For help using the search option, please refer this article. - Click Delete then click Yes.
TIP: After deleting any unwanted records, to reduce the size of your data files you can compress your data.
Upgrading your licence
Need a little more room? To add extra companies, users, employees or more to your software licence, leave your details and we'll be in touch.
