How do I Delete complete vendor, purchases and payments to start over.

Question

How do I Delete complete vendor, purchases and payments to start over. I added a new vendor Jan 1, 2024 and added purchases (pay later) and then payments. For some reason it is not working out and I want to delete the whole thing and restart. Can this be done?

Erzsi_I · Answer

Hi Robert Stevens , 
 Thanks for reaching out. Due to the software's audit trail features, direct deletion of these transactions isn't straightforward as it maintains records for auditing purposes. However, there's a workaround that could effectively help you start afresh while preserving the integrity of your data. 
 Exporting and Creating a New Company Database: 
 Since you're considering starting over, one approach is to export your current vendor data, set up a new company file, and then decide which data (if any) you wish to import back into the new company file. This method allows you to keep the data you need and discard what you don't, essentially giving you a fresh start. Here's how you can do it:

Export Vendor Data: 
 
 From the main menu in Sage 50, click on Reports > Lists > Vendors. 
 In the Vendor List Options box, press Select All and click OK to generate the Vendor List Report. 
 Go to the File menu on the report, click Export, and save the file as a CSV on your C: drive.

Set Up a New Company File: 
 
 On the Welcome Screen of Sage 50, choose &ldquo;Create a new company&rdquo; or, if you have an existing file open, from the File menu, select New Company and follow the wizard. 
 Input your company's details, fiscal year start and end dates, and how you'd like to create your list of accounts.

Import Necessary Data Back: 
 
 If you decide to reuse any of the exported data, modify the CSV file as needed in Excel, ensuring the first line contains the appropriate version number and country code. 
 In the new company file, go to File > Import/Export > Import Records and follow the wizard to import your modified CSV file.

Caution: 
 
 Always create a backup of your data before proceeding with these steps to prevent any loss of information. 
 Sage Customer Support typically does not assist with third-party product issues or advanced solutions like data manipulation, so proceed with caution or seek assistance from a qualified Sage business partner or network administrator if necessary. 
 
 This process won't delete transactions from your original company file but allows you to start fresh in a new company file with only the data you choose to import. It's a clean slate approach that might suit your needs better than attempting to delete transactions directly, which is restricted to maintain the audit trail. 
 Hope this helps! If you have further questions or need more detailed guidance, consider reaching out to a Sage expert or consultant who can offer personalized assistance. 
 Warm Regards, Erzsi

Sage 50 Canada

How do I Delete complete vendor, purchases and payments to start over.

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