Round Tracker v4 PRO – User Guide


Archiving your Accounts


At the end of your financial year you may wish to start a new file and archive your last file. (This also prevents the file size from growing ever larger!)


1. First click Escape (or View, Full Screen) then File, Save As and then name the file and select the destination folder.


2. Close this file and re-open the same file you have just saved to check that the back up worked correctly and your work is saved.


3. Now close this file again and open the file that you were currently using.


4. On the Settings page click the Delete Current Income History & Accounts. You will need to confirm this twice by typing yes in confirmation that you have created the backup file.


The file will keep all your customer info but delete all of your Accounts and Income History page info.


It would be a good idea to print a debt list from your original file and filter for these customers. Enter these debts into the new file by selecting the Client ID from the Home page after entering the corresponding Last Done date. You can then change the amount owing in the Price column on Income History if necessary. You will need to update both files until these debts are cleared, so it may be worth noting this in the Notes column of Income History.


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