Rice Lake TransAct 3.5 - Manual (Page 61)

Archive Transactions Admin
62 Version 3.5
Archive Transactions
Archiving is a method of removing (or purging) transactions from the database. It is recommended that
transactions be purged on a yearly basis to maintain database integrity and improve system performance.
Because archiving removes transactions from the database
a backup should always be done first .
Creating an Archive
To archive transactions, select Admin | Utilities | Archive Transactions from the main menu. The Archive
Transactions window appears
Figure 43. Archive Transactions window
Select a date range to archive transactions. The date range selected will remove transactions from the
database within the specified date range.
Choose which transactions are archived in the option box to the right of the date range. The black dot
denotes the selected item. Choose
All Transactions to archive all transactions within the selected date
range. Selecting Invoiced Transactions will only archive transactions which have been billed to the
customer.
To use a default archive filename, place the mouse I-beam in the Archive Name: box and double click.
TransAct generates the filename by appending the date selected in the Date To option box to the letters
“ ar ” (i.e. armmddyy ). Place the cursor in the filename box to change the filename.
To continue, click the Archive button.
Because archiving will alter the database, TransAct recommends making a backup of the current
database prior to archiving . The following message appears.