Help:BM1-Remove Cleared Checks
This window titled Remove Cleared Checks enables you to remove cleared Checks, Deposits and Adjustments from the Bank Register File. You should keep some historical information---at least the current financial year's data. After a while, however, the system will include information which is too old to be of any value. Each company must determine how much historical data they wish to keep on the system.
BEFORE you perform any purging process, you should do a complete backup of all IBS data files. If you happen to make an error in the purging process, then this backup will be the only way you will be able to restore the erroneously purged records.
Date Cleared Cutoff Date: Enter the date on or before which you wish to remove all cleared bank register entries. ALL checks, deposits, or adjustments which have cleared the bank on or before this date will be cleared from the Bank Register file. NOTE: Press the [?] to the right of this field to activate a pop-up calendar which can be used to select the date. Once a date has been selected, the up/down arrows to the right of this field can be used to move the date up or down one day at a time.
[ Ö ] Print Report This box will automatically be checked when you select this option to Remove Cleared Checks. Leave the check mark (Ö) in this box if you wish to produce a printed report of all entries cleared from the bank register file. Remove the check mark from this box to bypass printing a report. NOTE: Move your mouse cursor to this box and left-click your mouse to toggle this check mark on/off. You may also press the Tab key until this field is active (Print Report will be outlined when field is active) and then press the space bar on your keyboard to toggle this check mark on/off.
It is highly recommended that you always select to Print Report when purging any data from your system. The purging process will totally delete the data from your system and the report will be your only proof of what data has been purged. It is also recommended that you do a complete backup of all IBS data files BEFORE you perform any purging process. If you happen to make an error in the purging process, then this backup will be the only way you will be able to restore the erroneously purged records.
[ Begin ] Press this button to begin the purging operation. The status of the items purged is displayed on the window in the boxes titled Records Read and Records Removed.
[ Cancel ] Press this button to close this window without purging any cleared items. This button is not available
after the [Begin] button has been pressed.
Records Read: This is an informational field only which displays the total number of records read during this operation. You cannot edit the information in this field.
Records Removed: This is an informational field only which displays the total number of records removed during this operation. You cannot edit the information in this field.
[ OK ] This button will become available after the purging operation has completed. Press this button to close this window and return to the menu.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
