Version 17.0.15.208 via windows 2007
Is it possible to archive off old years and set up completely new one using the brought forward balances but then not showing the old data in the nominals, but still able to view if needed? Or is it possible to just archive certain nominals?
We are a 2 charity organisation at the moment and run the 2 charities through one sage using different nominals for each charities needs, however we are merging at year end so will only need the one set of nominals rather than being split, is there an easy way to do this in our current version of Sage?
Thanks
Need more, need help now?
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals
Archiving old years
-
cronley2804
- User
- Posts: 1
- Joined: 26 Feb 2014, 10:01
- Sage Version: v2011 17 UK/Europe/Africa
-
brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
Re: Archiving old years
An archive is a snap shot of the data.
When you do a year end, you can run the "clear audit trail process" this removes all the "no longer required" transactions from the audit trail and will only leave the outstanding transactions.
When you do a year end, you can run the "clear audit trail process" this removes all the "no longer required" transactions from the audit trail and will only leave the outstanding transactions.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
Who is online
Users browsing this forum: Bing [Bot], Semrush [Bot] and 3 guests