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Archiving debtors in bulk

Use this program to archive debtors whose children have left the school. Debtors will only be archived if they have:

You would normally archive debtors on a yearly basis to clean up your records.

Opening the Debtor Bulk Archive window

Debtor Bulk Archival Summary report

Debtor Bulk Archive window key fields and buttons

Fields

Field

Description

Process All Statement Groups

Select to include all statement groups.

Statement Group

If Process All Statement Groups is cleared, select statement groups to either include or exclude in the process.

Include /
Exclude

Select whether to perform the archiving process on:

  • include - just this statement group
  • exclude - all statement groups but this one.

Allow Deletion of Non-Student Debtors

Select to also process debtors with the Non Student Debtor field selected. See Debtor Maintenance - General tab.

No Transactions Dated After

Select the date from which debtors must have been inactive to qualify for archiving. For example, if you want to archive debtors that have been inactive for at least two years, set No Transactions Dated After to two years ago.

Buttons

Field

Description

Re-Print… button

Reprint the summary of a prior archive process.

OK button

Archive the selected debtors.

Cancel button

Close the Debtor Bulk Archive window without archiving debtors.

Last modified: 4/10/2012 12:04:39 PM

© 2013 Synergetic Management Systems. Published 15 October 2013.

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