Hi there, I have come across a lot of duplicates on my system of customer accounts. They have been made up with a different account numbers but all details are the same. I want to be able to delete the duplicate to make the system less cluttered.
Some accounts have past invoices posted to the account but are paied off Some only have the account with no invoices posted to them.
Please can anyone help & advise me how to delete such duplicates
Hi there, You can only delete accounts if they have no activity associated with them, therefore the accounts with no transactions on you should just be able to delete.
The way to delete accounts with transactions on them is to run the Clear Audit Trail facility. This is usually done either at the end of the financial year, or after a couple of years. This clears down all fully matched and fully reconciled transactions from your system. You obviously wont be able to clear transactions that have taken place in your present financial year.
The Clear Audit Trail facility is found under Tools/Period End. Always take a couple of backups before doing this.
If it is not feasible to run this at the moment, then you could always rename the duplicate accounts as DO NOT USE, or something to this effect!
Actually before doing this you should also print off various reports, such as the Audit Trail, Monthly Day Books, Sales, Purchase and Nominal activity and VAT reports. Just in case!
