Delete former employee cards
We have quite a few former employees on the file, some from almost 20 years ago. To delete these cards, purge journal entry related to them is required. If we purge all journal entry prior to FY17, is it safe to untick all the boxes? Can we have your advice please.
Thanks,
Sally
Hi Fiona_WS
To purge out an employee card from an AccountRight v19 company file, there does need to be no transaction that uses that card. So you have the right idea with purging out the individual transactions related to that card.
The only other things that I would add to that situation would be:
- to purge any contact logs for employee cards that do you have.
- Run the Salesperson Sales [Detial] report for that employee card in case they have been used on as a salesperson
- Similar run the Time Billing>> Employee Slip Detail and Payroll>>Timesheets report
Once those are clear for that employee card, in theory, you should be able to delete the card from the company file.
In general, prior to upgrading to AccountRight 2019 best to verify and optimise the file (File>>Verify the company file and File>>Optimise the company file).
