Hi Susan

For OrderEntry and Inventory, yes you have to print and clear the reports in order to update transaction history. Rather than printing to file, though, I suggest printing to a PDF printer (in other words, creating a PDF file). I would store the PDF files in a folder, each file with it's own name.

For AP, AR and GL, you do NOT have to print and clear any reports in order to update history. History is updated independent of the reports.

I would recommend NEVER printing and clearing the AP/AR invoice or adjustment journals, or the GL posting journals, until forced to at year-end. Nobody looks at them and they are there if you ever need them. As for the AR cash and AP check posting journals, those I would print to paper (because they are generally looked at), but not clear them.

At year-end, I would recommend printing all AP, AR and GL reports to PDF, as described above.

I realize that there are others who would recommend a different methodology. Mine is based on the premise that I would rather find a report on the computer than rummage through paper files, and I am also sensitive to wasting paper.

Steve