The Purge Data utility feature is a powerful tool that enables you to clear specific data regarding the Win Accounting Creditors Control Module
Purging data will influence your accounting reports, as well as accounting information, so it's important to understand the specific reasons for using this feature
It's recommended to make use of the Backup Creditors* feature before running any of the Purge Data options, as this will enable you to revert back, should any incorrect data be mistakenly purged
Once data has been purged, restoring a backup is the only way to undo the data removal
This is an advanced, specialised option - Win Accounting cannot be held liable for any data loss brought about through the Purge Data feature
Reset Batch Numbers
This utility feature can be run if you wish to reset the batch numbers for a specific user
Resetting Batch Numbers will purge all existing batch numbers for the current user, allowing for batches to once again start at 1
While there is no compulsory reason to have to purge batch numbers, this feature is useful in circumstances where you wish to start fresh, or start a new set of accounts while still retaining all other relevant Creditor Control data
Displayed through various reports, Win Accounting keeps a comprehensive overview of all your Creditors Control Documents, including supplier invoices, supplier credit notes and purchase orders
Easily clear all relevant Document Details using this handy utility feature
Note: Purging Document data will influence your Accounting Reports
With this in mind, a date range option and additional Purge Criteria is available - making it possible for you to easily pinpoint and purge outdated/irrelevant Document data
Purging Document Details
Enter the relevant Date Range to ensure that only the specified Document data is purged
All Document Details for the specified Date Range will be purged
Note: If no Date Range is entered, ALL Document Details will be reset
Hone in on specific document ranges using the additional Purge Criteria:
Enter Creditor Account Codes, Document Types and/or specific Document Numbers for purging
The Clear Creditors Balances utility feature will reset ALL supplier balances, as well as all transaction information, for the selected range
This feature makes it quick and easy for you to clear the slate, while still retaining all non-accounting vendor information
This enables you to start a new company using the creditors that already exist - Saving you time that would otherwise be spent recapturing all relevant supplier account information
Clearing creditor balances and transaction information also makes it easy for entrepreneurs doing business with common supplier
Clearing Creditor Balances & Transaction Information
Enter filter criteria using your Creditor Codes and/or Group Codes to ensure that only the specified creditor balances are purged
All Creditor Balances and Transaction Information for the specified filter criteria will be purged
Note: If no filter criteria is entered, creditor balances & transaction information for ALL suppliers will be reset
Clearing your Creditor Balances will significantly influence your accounting reports and analysis
