This function allows you to anonymise multiple TAS Customer records at once.
The following safeguards exist to allow you to meet the appropriate legislative (e.g. VAT Reporting) requirements.
- You cannot process any customers 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
- From & To customer text fields (you can use Lookups to locate the appropriate customer)
- A tick box if you simply wish to ‘Process All Customers’ (subject to the safeguards above) instead
- A field for the ‘cut-off’ date to be used
As this option involves a lot of processing, there is no option to Process Transactions. To process transactions, you would run program G.3.1 (GDPR > Transactions > Process Sales Transactions) after the processing of the customer list is complete.