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Ledger File Maintenance

Choose 9 from the LI menu to perform maintenance routines such as deleting a ledger, changing a

ledger I.D., rebuilding the ledger control file and expanding the account master file. The following menu appears:

Ledger Initialization (LI) 1-97

 Note: Menu Selection 9, 9 will appear only if the CLS ~ Tax Package Interface™ has been installed.

Delete a Ledger (1)

This routine deletes all generations of a ledger from the current data path.

Ledger I.D.

Enter the I.D. of the ledger to be deleted. Press F1 to select from a pop-up list of ledgers.

Ledger Name

CLS displays the name of the ledger to be deleted.

Ledger Password

This prompt appears if a password exists for this ledger. Enter the ledger password.

Caution: All data on file for this ledger will be deleted. Press ESC to exit.

Verify that this is the correct ledger before continuing. This routine completely deletes a ledger from the data disk; back up a ledger you want to keep before deleting it.

Would you like to delete this ledger? (Y,N)

Press Y to delete the ledger. Press N or Esc to return to the Ledger I.D. prompt without deleting the ledger.

Deleting Ledger ‘TGP’... Complete

CLS deletes the selected ledger and returns to the Ledger I.D. prompt. You may delete another

ledger, or press Esc to return to the Ledger File Maintenance menu.

Delete Ledger Generations (2)

Delete a Single Generation (1)

File Format (O,N)

Select the file format of the ledger generation to be deleted. Press O to delete a generation with the old CLS file format (version 4.20 or earlier), or press N to delete a generation with the new CLS file format (version 4.30 or later). Press F1 to select the format from a pop-up list.

Data Drive or Path

Enter the location of the ledger to be deleted, or press Enter to accept the default.

Ledger I.D.

Enter the I.D. of the ledger with the generation to be deleted. Press F1 to select from a pop-up list of ledgers in the designated path.

File Generation

Enter the file generation to be deleted. Press F1 to select from a pop-up list of existing file generations.

Ledger Name Period Ending

CLS displays the name and current period-end date for the selected ledger.

Ledger Password

This prompt appears if a password exists for this ledger. Enter the ledger password.

Caution: All data for this generation will be deleted. Press ESC to exit.

Verify that this is the correct ledger generation before continuing. This routine completely deletes a file generation from the data path; back up a ledger you want to keep before deleting it.

Would you like to delete this generation? (Y,N)

Press Y to delete the selected ledger generation, or press N to return to the File Generation

prompt.

Deleting Generation 'TGP.000'... Complete

CLS deletes the selected file generation and returns to the Ledger I.D. prompt. You may delete

another generation, or press Esc to return to the File Format (O,N) prompt. Press Esc again to return to the Delete Ledger Generations menu.

Ledger Initialization (LI) 1-99 Batch Deletion of Generations (2)

File Format (O,N)

Select the file format of the ledger generation to be deleted. Press O to delete a generation with the old file format (version 4.20 or earlier), or press N to delete a generation with the new file format (version 4.30 or later). Press F1 to select the format from a pop-up list.

Data Drive or Path

Enter the location of the ledgers to delete, or press F1 to create a directory list. If you entered the data drive or path:

CLS displays the generations found in the selected path. Use the arrow keys (↑,↓) to scroll through the list of ledger generations. Tag or un-tag generations by pressing the space bar or T. Press

Enter to accept the tagged generations, or press Esc to return to the Data Drive or Path prompt. If you pressed F1 to create a directory list:

CLS displays a list of directories. Use the arrow keys (↑,↓) to scroll through the list of directories. As you scroll through the directory list, CLS informs you if any ledgers exist in the selected path. Press

Enter to select a directory and CLS displays a list of ledgers found in the selected path. Tag or un- tag generations by pressing the space bar or T. Press Enter again to accept the tagged

generations, or press Esc to return to the directory list.

Do you wish to delete the current generation of this ledger?

This prompt appears if you select the current generation of a ledger. Press Y to tag the current generation for deletion, or press N to skip it.

Do you wish to CLEAR ALL selected ledger tags for this path?

This prompt appears if you press Esc to exit. Press Y to clear the tags, or press Esc to return to the selection window without removing the tags.

Ready to begin deletion? (Y,N)

Press Y to delete the selected generations, or press N to return to the Data Drive or Path prompt.

Deleting generation '&CL.000'... Deleting generation 'TGX.000'... Batch deletion complete!

CLS deletes the selected ledger generations and returns to the File Format (O,N) prompt. You

may delete another batch of ledger generations, or press Esc to return to the Delete Ledger Generations menu.