How do I use Data management?
Summary
Description
Data management is a feature designed to make your daily processing as efficient as possible. It notifies you when your data volumes are near recommended limits and helps you remove data that you rarely view.
Resolution
View Data management
When you enable data management, it monitors your data, and when it approaches the recommendations, you'll see a notification in your software.
If you see this notification:
- Log into your company as either manager, an administrator user, or a user with full access.
- Ask other users to log out of the company.
- Click the View Data management link in the top-right corner of your software.
TIP: You can also access Data management within Tools, Period End, Data Management. - In the Welcome to Data management window, click Continue.
The Backup and archive window appears. For help with this, refer to the following section.
Back up and archive
Before you remove any records, it's important to ensure you have copies of your data for future reference and compliance. If you haven't already taken a backup today, you must back up before you can continue. We recommend creating an archive so you can access to view data and run reports at any time.
- In the Backup and archive window, click Backup.
- Check the file name and location and amend if required, then click OK.
- Once the backup is complete, click Archive.
- Check the Description and amend if required, then click OK.
- Now you've taken copies of your data, click Continue.
The Data review window appears. For help with this, refer to the following section.
Review your data
The Review your data window shows your current number of transactions, invoices, customer records and supplier records compared to the recommendations:
Your number of records is below the recommendation.
Your number of records is approaching the recommendation.
Your number of records exceeds the recommendation.
For help with removing records, select each option below:
Remove audit trail transactions
- Click Clear audit trail.
- Enter the date you want to remove transactions up to. We recommend you keep at least one financial year of live data.
- To increase the number of transactions you cam remove, turn off reconciliation for bank accounts that haven’t been reconciled in at least 12 months. To do this, select the Turn off bank rec check box for the bank account.
- To remove completed transactions dated up to the date you specified, click Clear audit trail. TIP: You can view removed transactions by selecting the View removed transactions check box. This can take some time to appear. If you prefer, you can view these later by running the Audit Trail Historic List report within Transactions, Reports, Cleared audit trail.
- To complete the clear audit trail, click OK.
Remove invoices
- Click Delete invoices.
- Enter the date you want to remove invoices up to. We recommend you keep at least one financial year of live data.
- To remove invoices dated up to the date you specified, click Delete invoices.
- Click OK.
Review and remove customer records
- Click Review customer records.
- Enter the last invoice date you want to remove records up to.
A list of customers eligible for deletion and which have a last invoice date up to the date you specified shows.
Select the customer records you want to remove. TIP: To select all records, click Select all. To select a range of records hold down SHIFT and click the first and last record in the range. To select multiple individual records, hold down CTRL and click each required record.
To remove the selected records, click Delete selected records. - Click OK.
If the record still exists, you can view the reasons on Delete customer and supplier records.
Review and remove supplier records
- Click Review supplier records.
- Enter the last invoice date you want to remove records up to.
A list of suppliers eligible for deletion and which have a last invoice date up to the date you specified shows.
Select the supplier records you want to remove. TIP: To select all records, click Select all. To select a range of records hold down SHIFT and click the first and last record in the range. To select multiple individual records, hold down CTRL and click each required record.
To remove the selected records, click Delete selected records. - Click OK.
If the record still exists, you can view the reasons on Delete customer and supplier records.
When you've finished reviewing your data, to close Data management click Close.
Solution Properties
- Solution ID
- 220411151637563
- Last Modified Date
- Mon May 19 12:29:22 UTC 2025
- Views
- 0