Available in Sage 50 Premium Accounting and higher.
Purge Criteria - Tickets
How Do I...
When you select all desired options in the Purge
wizard and then start the purge process, the wizard analyzes whether
individual transaction and maintenance records can be deleted based on
a number of criteria. This topic describes the criteria that determine
when time and expense tickets will not
be purged.
A time and expense ticket is retained if one of the following is true:
- The transaction date is greater than the purge-through date.
- The ticket can be used on an invoice
- AND the ticket has not before been used on
any invoice
- AND, in the Old
Transactions window, you have not chosen to purge unused tickets OR
you have chosen to purge unused tickets, but the transaction date is greater
than the chosen date for purging unused tickets.
- The transaction is a time ticket for an employee
whose pay method is Hourly - Time Ticket Hours
- AND the ticket has not been used in any payroll
transaction
- AND, in the Old
Transactions window, you have not chosen to purge unused tickets OR
you have chosen to purge unused tickets, but the transaction date is greater
than the chosen date for purging unused tickets.
- If the billing status of the ticket is HOLD
- AND the ticket is for a customer or job related to a customer
- AND, in the Old Transactions window, you have not chosen to purge unused tickets OR you have chosen to purge unused tickets, but the transaction date is greater than the chosen date for purging unused tickets.