Accounting departments are already overworked, therefore it is important to help them be more efficient without jeopardizing valuable information. Most managers do not want to remove information for valuable customers unless it is no longer useful. The Clear Fully Paid Documents is ALL or NOTHING. Why not make it intuitive? Inactive accounts tend to be assessed only periodically and marked as such. It is already time consuming to mark each customer record inactive, but to have to now individually clear fully paid documents adds insult to injury. The clear history function should allow the operator to distinguish between active and inactive records. Inactive records are usually one-time customers, but large invoice amounts requiring an account be created for various reasons. We do not wish to clear history for active customers for warranty, marketing and support considerations. The software should give the option of deleting only fully paid documents for inactive customers, thereby retaining information for ongoing customers.

by: Jim B. | over a year ago | Financial Management