Rice Lake TransAct 2.0 User Manual

Page 38

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37

Admin

7.5.3

Archive Transactions

Archiving is a method of removing transactions from the database and
storing them without having to delete information. Archiving is important
because it helps you manage your database and improves system
performance.

TransAct allows you to archive all transactions or just invoiced transactions
for a specified date range.

Creating an Archive

To archive transactions, select Admin…

Utilities

Archive Transactions

to access the Archive Transactions window (below).

Select a date range to archive by typing in the From and To dates, or use the
Calendar button to the right of the boxes to set the dates (see Section 5.0
for assistance).

The area next to the date allows you to choose which transactions to archive.
Note: The default selection is All Transactions. To select only invoiced
transactions to archive, click inside the Invoiced Transactions circle.

To use a default archive file name, click inside the Archive Name box and
double click. TransAct generates the file name by adding the invoice Date
To numbers to the letters “ar” (i.e. armmddyy).

To change the file name, use the Tab key to highlight the default file name,
or click inside the Archive Name box to edit. Delete the default file name

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