Purging information that's no longer needed

Maintenance > Purging information that's no longer needed

After you've used MYOB BusinessBasics for a long time, you'll notice that the size of your company file has grown considerably. Information such as journal entries and invoices build up over time. When your company file has grown larger than you want it to, you may want to delete the parts of the data that are no longer needed from the file. The process of removing data from your company file is called purging.

Note: Purging is based on your current financial year setup

When you select the month before which you want to purge, BusinessBasics checks the current financial year of your company file and uses the selected month of your current financial year as the basis for deciding which transactions to purge. Before you purge, check the current financial year of your company file using the Company Information window.

When you purge information from your records, you should plan out a strategy to do so. We strongly recommend that you purge your information in the following order:

  1. Closed invoices
  2. Journal entries
Step by step
To purge closed invoices
To purge journal entries

Related topics
Viewing transactions after purging



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