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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Archive Checking Accou...
Microsoft Dynamics GP (Archived)

Archive Checking Account History

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Posted on by Ron Wilson 6,010
Is it possible to archive our checking account history? When I open Check Book Balance Inquiry and select our main checking account, it takes FOREVER for the transactions to come up. It is pulling all the transaction history since 2007 when we went live. Any ideas?

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  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    Ron, I've heard that adding an index to the table containing these transactions would dramatically speed the record retrieval.  I'm hoping Richard Whaley sees this post because he knows how to add an index to a table.

  • Richard Whaley Profile Picture
    Richard Whaley 25,195 on at

    Browse to the Tips and Tricks section of our web site (in the Learning Center), Look in the Archived Tips and Tricks under System for one titled Increasing Speed via Indexes for information on adding suplimental indexes.

     So why have you not purged data?  You can purge in segments.  You do not need to purge EVERYTHING but you can purge checkbook data back a few years.

    If you MUST keep the data, run a SQL log to capture the search keys and then build a suplimental index on that.

    Web site is www.AccoladePublications.com

  • Ron Wilson Profile Picture
    Ron Wilson 6,010 on at
    Man...you guys are a WEALTH of knowledge!!! Richard, the reason we have not purged the info is because we didn't know if we could or not. The CFO says that she doesn't need that info any more and wanted to "archive" it. So I could take a snapshot of the history and then purge??? How would I purge the info?
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    Ron,

    You can purge checkbook data using the 'Remove Bank History' utility in Financial Utilities.  You have 3 range options available for selecting the data you want to purge.  I would recommend using the 'Reconcile Audit Trail Code' range and using this to select the cleared transactions you want to purge, by reconciliation date.

    I'd also run the 'Print Report Only' option prior to actually purging the data so you can review what's going to be purged.  I'd then run the purge and print the final report to pdf for archive purposes.  I'd also do a backup of the database and archive it just for safe keeping, prior to purging the data.

  • Ron Wilson Profile Picture
    Ron Wilson 6,010 on at
    Thanks Frank!

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