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General Maintenance of Sage Line 50 (Very Important ALLWAYS TAKE A BACKUP FIRST )
Invoices , Purchase Orders Stock orders all take up considerable space on any LIne 50 product. When you do a year end this information is still there, as is your Audit trail.
Some people like two years worth depending on size this slows your system down, clearing these down does not effect your audit trail and will considerable speed up your Line 50.
Complete this a least once a year or more depending on the size of your data and your Sage Software should speed up considerably.
- PDF any of your Invoices , Purchase Orders , Sales Order , Quotes that you require for your records. This can be done by picking a range and saving as one PDF for example maybe by year or month.
- Then using the Search Criteria delete a range or you can pick them individual a bit slower.
- Quick tip, pick by date range and highlight one and use your swap button to highlight the the others Quickly)
- Then go to File maintenance after deleting and pick the Compress Data Option
- If you have deleted considerable amounts of the above you will see a huge improvement in speed.
CLearing Down Audit Trail after year end
From experience my clients like a two year audit trail but you can clear any thing before a date for example 31st March 2008.
- go to tools Menu . Period end . Clear Audit Trail
- Wizard appears and Confirm (May not in some of older version but you can still follow)
- Enter date you want to remove transactions to . The more you have reconciled , Credit cards , Petty Cash, Banks ,Vat the more it will clear , and then press process it completes the relevant Journal.
Again this will speed up your Line 50.
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