Maintenance

To purge activity slips


This topic applies to you only if you're using MYOB Accounting Plus.

Note: This task requires single-user access. See Single-user file locking for more information.

  1. Print all the reports that you wish to keep that show the activity slips you'll be purging. You might consider printing an Activity Slip Report for Completed Work, on which you can include whatever information you need about the activity slips you're about to purge.


  2. Open the Time Billing Command Centre.


  3. Choose Purge Activity Slips from the File menu to open the Purge Activity Slips window.


  4. Click the Back Up button to make a backup of your company file. Clearly mark this backup and put it in storage as part of your permanent records. (If you've just purged closed invoices, closed purchases or journal entries and made a backup during one of those procedures, it's not necessary to make another backup for activity slips.)


    Note:  Make a backup before purging
  1. Click the Continue button. From the Purge Activity Slips BEFORE lists, enter the first month and the financial year from which you don't want to delete activity slips. All activity slips dated prior to the month and the financial year you select will be marked for purging.


  2. If you've assigned identifiers to people and companies in the Card File and wish to purge activity slips for employees and suppliers with the same identifier(s), enter the identifier(s).


  3. Click the Continue button. The next window lists all the employees and suppliers in the Card File whose activity slips match the criteria you entered in the first Purge Activity Slips window.


  4. From the list, select the employees and suppliers whose activity slips you want to purge. If you wish to keep activity slips for any employee or supplier, click the x that appears next to that person's name to remove it.


  5. Click the Purge Activity Slips button.


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