Rice-lake TransAct 2.0 User Manual download pdf (Page 38)

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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Rice-lake TransAct 2.0 User Manual Page 38