• Cleanup
  • About the Engagement Cleanup
  • The Engagement Cleanup Wizard
  • Best practices: Cleanup and the Year-end close
  • Filter by status on Cleanup
  • Cleanup warning dialog
  • Engagement Cleanup Wizard screen
  • Welcome to the Engagement Cleanup Wizard screen
  • History database file size
  • Retain on Cleanup checkbox
  • Configuring the Retain on Cleanup column
  • Performing a Cleanup in a client file

Best Practices: Cleanup and the Year-end Close

The Cleanup process should be completed prior to a year-end close. This is important to ensure that the new file only contains the desired information; all other information will be deleted according to the selections made during the Cleanup. Follow this basic work flow:

1. Select the items to retain on Cleanup.
2. Run the Engagement Cleanup Wizard.
3. Perform a Year End Close.

Note

If you wish to have items not marked for Cleanup included in your next year's client file:

1. Complete a year-end close.
2. Create the next year's file.
3. Run the Cleanup process on the prior year's file.

Related Topics

• Engagement Cleanup Wizard