Posted Tue, 23 May 2017 16:33:35 GMT by Christian Davis Dellisart, LLC Vice President of Accounting Services

Does anyone know if there is a way to delete old companies/properties that are no longer in our portfolio and have been inactive long enough for document retention purposes? I am wanting to "clean-up" our database.


Thanks in advance!

Posted Tue, 23 May 2017 19:05:15 GMT by Michael Cheesman BA

Hello Christian, 

At the present time there is not a way to remove companies/properties from the database that contains any type of history (Journal Entry, Invoice, Daily Report). Here are 2 options for you to consider:

  • Option #1: Adjust the All Access group in User Manager and remove the companies/properties that are no longer being used. Also ensure that each is not part of your current access group, under your username in User Manager
  • Option #2: Request a Copy of your database and then from the copy, the unneeded properties can be removed. This option would incur a $500 Charge.

If you have any further questions, please let me know and I can create a case for you. 

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