If you have been using Agrimaster for a long time, your file may report unusual issues or error messages.
You may be advised to shorten your cashbook by your accountant, consultant or Agrimaster support staff in order to rectify issues.
What Does Shortening Your Cashbook do?
- Reduces the size of the file.
- Removes old transaction records.
- Allows you to remove Codes, Enterprises and Allocations that are no longer used after the shortening.
- Removes all data from years prior to shortening.
Shorten Cashbook Checklist
Before shortening, we recommend you:
- Back up your unshortened file to File Manager.
- Decide on when you want your new file to start (farm year or financial year and which year you want) bearing in mind that you should only maintain the file for the Tax Audit period.
How To Shorten The File
- Ensure that you have the original file open.
- Go to Home.
- Click Setup & Tools.
- Click Shorten Cashbook.
- On the Shorten Cashbook window, choose the month that the shortened file will start by selecting the required month in the Select FIRST month of new file picklist and click the green tick.
- You will then see a message box similar to the following, click Ok.
- You will see a final warning.
- If you don't wish to proceed, click No.
- If you do wish to proceed, click Yes.
- Please Note: Prior to clicking Yes, ensure you have completed all steps in the checklist shown above.
- The cashbook will now be shortened. This may take a few moments. When the shortening process is complete, the following screen will be displayed. Click Ok.
After Shortening Your File, You Should
- Check that the opening balances of all bank accounts are correct to the bank statements.
- Check that the statement opening balances for the current month being reconciled are correct for every bank account.