This function allows you to anonymise TAS Customer records. The following safeguards exist to allow you to meet the appropriate legislative (e.g. VAT Reporting) requirements.
- You cannot process any customer who has any transaction history in the last 6 years
- Any customer with a start date newer than the cut-off date will be skipped
- Any customer with an outstanding amount will be skipped
The cut-off can be six years from either today’s date or the start of the current TASBooks financial year; anything newer will be rejected.
The form contains
- A customer text field (you can use Lookups to locate the appropriate customer)
- A field for the ‘cut-off’ date to be used
- A checkbox to indicate whether you want to process the Customers Transactions too
Once a customer has been selected, click Process. MultiTAS will process the record and then advise whether processing was successful (or otherwise provide a reason why). A log file is created to record what was processed; you will be asked if you want to view it or not. Log files are saved to the TASBooks company data folder.
MultiTAS stores whether a customer record has been processed or not and if applicable the date processed. If you select to process transactions then this information is also stored. See the table ‘What Sales Transaction Information is Processed’ to learn what data is processed.