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Archiving Old Time Records, etc.
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Archiving Old Time Records
We recommend that you keep all time records in a single database. However, if you have so many time records that performance suffers, or you're just sure that you'll rarely need some of the older time records, you can archive these older time records to an archive file.
Just choose File/Archive Records and Time Logger will let you choose a cutoff date for the records you want to keep.
All records that start before that date (exclusive) will be transferred to a new time records file that you name and create, and then deleted from the current database.
Note that if you want to see the old archived time records at a later date, you can open the archive time records database file from within Time Logger using: File->Open...
Archiving Old Invoice Files
We suggest that you put a subfolder named something like "Invoices Before YYYY-MM-DD" inside either your C:\Program Files\Timelog folder (or wherever you are storing your invoices - see: Global Options Window/Folders Tab) and then move the appropriate invoice files into that folder.
TIP: Inside Windows Explorer, you can select to view the the Details for all files and then sort by the Date Modified or Date Created. Then you can select the invoices you want and drag them into the new folder, either one-by-one or as a group.
Backup and Remove Old Clients
These steps will back up your Client Information and then you can delete the old clients. Keep in mind that the client names are stored in four places in Time Logger:
Deleting from each of the above is described below.
NOTE: Deleting or changing the Client Name in any one of the places above does not automatically change it in the others. Nor are you required to remove the old Client name from all of the places. In other words, it is optional for you to delete old client names from every place in Time Logger. For example, you probably do not want to remove old time records associated with the old client you are deleting in order to maintain your actual time record history.
A) Steps to Backup and Remove Old Client Address Information
B) Steps to Backup and Remove Old Client Names from the Descriptors list of Clients
NOTE: If you use Descriptor Linking and have anything linked to the client name you are about delete, you should read Descriptors - Working with and understand how to properly delete linked descriptors.
C) Steps to Backup and Remove Old Time Records for an Old Client Name
D) Steps to Backup and Remove Old Invoice and Payments from the Accounts Receivable