Set Up the Automatic Clearing of Data

You can set up Sage Simply Accounting to clear your company data automatically at fiscal year-end.

Before you can do this task

If you are in multi-user mode, change to single-user mode. (Premium)

To automatically clear:

Data

  1. In the Home window on the Maintenance menu, choose Clear Data, and then select Automatically Clear Data.
  2. Select the check box next to the data you want Sage Simply Accounting to clear automatically.
  3. 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.

    4. 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.

  4. Click OK.

Sales tax data

  1. In the Home window on the Maintenance menu, choose Clear Data, and then Automatically Clear Data.
  2. Click Clear Taxes.
  3. In the Clear column, click to select the tax you want to automatically clear.
  4. In the Months column, enter how old the selected tax information must be (in months) before the program can clear it.
  5. Click OK.
  6. Close the Automatically Clear Data window.