Set Up the Automatic Clearing of Data
You can set up Sage 50 Accounting to clear
your company data automatically at fiscal year-end.
To automatically clear:
Data
- In the Home window
on the Maintenance menu, choose Clear Data,
and then select Automatically Clear Data.
- Select the check
box next to the data you want Sage 50 Accounting to clear automatically.
- For each data type
selected, specify how old the data must be before the program can clear
it at your year-end. You can keep most data for up to 999 months.
Note: Only fully-paid customer and vendor transaction data will be cleared at year end. Transactions that are only paid in part will not cleared.
- Click OK.
Sales tax data
- In the Home window
on the Maintenance menu, choose Clear Data,
and then Automatically Clear Data.
- Click Clear
Taxes.
- In the Clear
column, click to select the tax you want to automatically clear.
- In the Months
column, enter how old the selected tax information must be (in months)
before the program can clear it.
- Click OK.
- Close the Automatically
Clear Data window.