TCM - How do I remove General Ledger History?

TCM - How do I remove General Ledger History?

General Ledger - Year End Procedures - Remove General Ledger History



Use this option to delete the General Ledger history associated with only the oldest fiscal year that is tracked by the system.

Deleting this information removes it from your accounting files permanently. Once you delete history for the displayed year, you can no longer process any new transactions, inquire into information, or print reports (including comparative financial statements) for that year. Remember to back up your company information before proceeding with this task.


Removing History

 1. At Year, the displayed year is the fiscal year associated with the General Ledger history that is available for deletion.     The user cannot change the year.

2. Select OK.

3. If you have multiple years to remove, you go back & do Steps 1 & 2.

 

Once history has been deleted, you can no longer process any new transactions, inquire into information, or print reports (including comparative financial statements) for that year.


    • Related Articles

    • TCM - Can I setup a separate period in General Ledger for CPA adjusting entries?

      System - Setup - Work on Companies - Work on Company Information - General Ledger Setup Sometimes your CPA ask if you can enter Adjusting Entries into a separate period in General Ledger.  If this happens, you have the ability to setup a Period 13 to ...
    • TCM - Accounts Receivable - Write Down vs Credit Memo

      Accounts Receivable – Processing – Work on Payments – Enter Customer Payments There are times when you may need to reduce the balance on an outstanding invoice.  The question becomes ‘Do I do a Write Down or Credit Memo?” Both options reduce the ...
    • TCM - How do I setup Positive Pay in Accounts Payable?

      System - Setup - Work on Companies - Work on Company Information - Accounts Payable Setup Use this tab to set up an AP Positive Pay file to be submitted to a bank. Identify the bank name and account and then designate the fields and their order of ...
    • TCM - How do I setup Positive Pay in Payroll?

      System - Setup - Work on Companies - Work on Company Information - Payroll Setup Use this tab to set up an Payroll Positive Pay file to be submitted to a bank. Identify the bank name and account and then designate the fields and their order of ...
    • TCM - What if I notice Payroll report totals being doubled?

      If you realize on your QTD/YTD Earnings Register or State Unemployment Tax Act reports, the totals are doubled.  Go into The Construction Manager Utilities & Clear Temporary Tables.  You can then rerun your report & your totals should be correct.