How to Purge Old Employees in Sage 50

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Purging Unnecessary Data from Sage 50

• Have you noticed that your Sage 50 (Peachtree) is
  running slower than it had been previously? Maybe
  it is time to believe purging your old accounting
  data?
• Purging is that the process of removing inactive
  customers, vendors, employees, jobs, quotes,
  invoices, etc. from the records of a corporation.
  Purging decreases the dimensions of your file and
  removes a number of the clutter which will be in
  your records and improves your overall system
  performance. In Sage 50, purging is often
  performed at any time, including after you shut
  the financial year and/or close the payroll tax
  year using the Year-End wizard.
• The Purge Wizard will guide you thru the purge
  process, letting you opt what sort of records and
  the way old of records should be purged. Click
  now- Purge Old Employees in Sage 50
• During the Purge wizard, you'll be required to
  form a backup before you start purging. In fact,
  we recommend that you simply make two backups,
  one for current reference and one to be stored
  during a secure location for emergency needs.

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• Note The purge process isn't intended to get rid
  of or fix corrupt data. If you're experiencing
  problems together with your data or suspect it's
  corrupt, you ought to restore a backup of your
  company data.
• To begin the Purge process
• Select Tasks from the Sage 50 menu bar, then
  System, then Purge Wizard.
• The Purge Wizard Welcome Screen displays. Click
  Next.
• The wizard requires a backup before continuing.
  Once the backup is complete, you'll be returned
  to the present window. Click Next.
• The Old Transactions window allows you to choose
  which unneeded transactions you would like to
  purge.
• Enter the date on or before which such
  transactions are often purged.
• In the Transactions group box, select the
  transactions you would like to purge.
• Select Receivables to delete transactions like
  quotes, invoices, and receipts.
• Select Payables to delete transactions like
  purchase orders, purchases, and payments.
• Select Payroll to delete payroll transactions.

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• Select Inventory to delete adjustment and
  assemblies transactions.
• Select General Journals to delete journals and
  their entries.
• Select Audit Trails to delete company audit trail
  data (available only in Sage 50 Complete
  Accounting and higher).
• Select Used Tickets to delete time and expense
  tickets utilized in payroll and sales (available
  only in Sage 50 Complete Accounting and higher).
• Select Unused Tickets to delete time and expense
  tickets not yet used (available only in Sage 50
  Complete Accounting and higher). Then enter or
  select a date on or before which such tickets are
  often purged.

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• finished, select Next to proceed with the purge
  process.
• The Account Reconciliation window allows you to
  specify whether or not you employ account
  reconciliation and if you are doing, which
  accounts need reconciling before the purge.
• If you select Yes, within the grid at rock bottom
  of the window, select the accounts that has got
  to be reconciled before purging.
• For each category of account requiring
  reconciliation, like Cash or Inventory,
  double-click the arrow to sink an inventory of
  individual accounts. Any accounts that are
  reconciled within the past are going to be marked
  by default.
• Select the check box for every individual account
  that has got to be reconciled. If an account is
  chosen here, any transactions that use the
  account but aren't reconciled, no matter date,
  won't be purged. Click now- Purge Old Employees
  in Sage 50
• When finished, select Next to proceed with the
  purge process.

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• 13. The Inactive Maintenance Records window
  allows you to select the kinds of inactive
  maintenance records you would like to purge.
  you'll purge inactive records as long as they're
  not employed by any transactions and if they need
  a zero balance.
• Select the check boxes for every sort of inactive
  maintenance record you would like to purge
• Customers/Prospects
• Vendors
• Employees/Sales Reps
• General Ledger Accounts
• Inventory Items/Attribute Sets (attribute sets
  are available only in Sage 50 Complete Accounting
  and higher)
• Jobs/Phases/Cost Codes
• When finished, select Next to proceed with the
  purge process.

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• Once all the alternatives are made, a summary of
  options screen will display. this may offer you
  the power to start the purge or to travel back
  and make necessary changes before starting the
  purge process.
• Note The purge process gives you the power to
  prevent the purge at any time and to resume at an
  equivalent point when time permits. However, if
  the method is stopped, some remaining
  transactions or maintenance records might not be
  purged.
• When the purge process is complete, click the Log
  button to review what data was purged. Note If
  you stop the purge process, you ought to run the
  Purge Wizard again at a later date to get rid of
  the remaining unneeded transactions and records.