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Perform Maintenance

By performing maintenance on a file, you can clear out unused accounts and user setting information.

To perform maintenance on a Working Papers file:

In Working Papers, open the file where you want to perform maintenance.
From the ribbon, click Tools | Maintenance. The Maintenance Wizard displays.

Select the maintenance routines that you want to perform.

Routine	Description
Remove All Unused Accounts	Removes all accounts that have no opening balance, no activity, no current or prior balances, no budget or forecast numbers, and no transactions or adjusting entries.
Manage Document Links	Deletes files found in the client directory, but not in the Document Manager, and/or copy externally-linked documents into the client directory. All .doc, .xls, .pdf, .txt, .tiff, .ppt, .jpg, and .mdb files found in the client directory are displayed and can be deleted.
Delete Milestones	Deletes all milestones from the specified categories. Deleting milestones can greatly reduce file size. Note: You must have the Delete milestones group right to perform this action.
Abandon Synchronized Copies	Abandons any outstanding synchronized copies of the file. Outstanding synchronized copies may be offline or irretrievable. By abandoning them, these copies can no longer connect to the parent copy or synchronize new changes.
Undo Sign Outs	Clears the Sign Out information for the file. See Undo a Sign Out for more information.
Undo Check Outs	Clears the Check Out information for selected items, particular users, or the entire file. See Undo a Check Out for more information.

Click Next.

If applicable, specify the documents, milestones, sync copies, sign outs, or check outs to modify. Click Next.
An overview of the tasks to perform is displayed. To proceed, click Finish.

Maintenance is completed on the Working Papers file.

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