Please can you delete jobs in bulk rather than individual - every year end I need to delete over 6,000 takes days doing it individual
- ElaineTimbs6 years agoCover User
Please bring back the purge data feature , my file is now too large 900MB
- sweisz5 years agoCover User
I used the deletion feature for many years because I would copy the previous years file and start the new year with all the the old transactions.
- HDG5 years agoExperienced Cover User
please be able to delete unused accounts
- AccountsCombine5 years agoPartner
Data purge will ensure 'integrity'. Note, Company Auditor function is ineffective/slow/fails due to excessive data size and also Month-end Supplier Reports fail.
- Mike_James6 years agoUltimate Partner
Hi ElaineTimbs , I read a suggestion from one of the moderators recently:
- back up your file
- Add a header job called Deleted
- Export your Jobs List to a text file then open it in Excel
- Add "Deleted" to the "Sub Job of" column for all jobs you want to delete
- Save this as a new text file
- Import this file to AccountRight, matching the job number and "Sub Job of" columns only, updating the jobs
- Review the jobs list to ensure you are only going to delete the jobs you don't want
- Edit the "Deleted" header job and select Edit, Delete
A message asking you to confirm deletion of all sub-jobs and job allocations will appear, click OK to confirm, and wait a moment.
- Della6 years agoPartner
Hi Mike,
Just trying to do this and when exporting it only has a choice to go to a TXT file, then I'm unable to open it into a Excel doc. Is there another way to save this into a Excel document firstly or open in excel?
- Mike_James6 years agoUltimate Partner
Hi Della , exporting to a txt file is correct, and tab-delimited. Then in Excel, select File, Open, and browse to the folder. By default Excel will look for workbooks, so choose Text Files from the Files of type field. Then the text wizard will open - make sure you choose Delimited, then click Next, and select Tab, then Finish.
Once you have made the changes, choose File, Save As, and give the file a new name.
Then back up your AccountRight file and import the new file. You only need to match the job number and the "sub-job of..." field.
- Della6 years agoPartner
Hi Mike,
I have now managed to find a way to upload the txt file into excel, and followed your steps, all jobs were skipped in the upload so didn't work.
Is there a missing step maybe?
I've attached some snips of the files.
Thanks again
Della
- Mike_James6 years agoUltimate Partner
Hi Della , did you look at the log file to see the error message? Did you create a job called Delete before importing?
- Della6 years agoPartner
Hi Mike,
The error message states duplicate job number which is not correct.. have attached snip to show that all names are different and yes there is the new job deleted.
- Mike_James6 years agoUltimate Partner
Hi Della , you need to use Delete or Deleted, you have a job called Deleted but the text file uses Delete.
Also when importing change the relevant option to update the job, not ignore duplicates.
Also remove the job Deleted from the import file by deleting that row before saving the text file.
I'm going offline here now. Good luck!
- MalKleenduct6 years agoExperienced Cover User
Would be great to see a bulk delete option for Sales too! We accidentally invoiced 30 sales and know i have to dleete one by one!
- Della6 years agoPartner
Hi Mike,
We have finally after a few weekends of uploading the file completed the jobs to go under the DELETED jobcode, but when it came to deleting the DELETED JOB HEADER, which we did have to stop it as from Friday to Monday it still wasn't completed, but the ones that were done only the Income and Costs went to NIL, and the job still remained there.
Why didn't the job itself delete, as the size of the file did not change either?
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