[Foundation]

We had an RE consultant come in a couple years ago & found it helpful with our clean-up efforts. We considered doing the same thing with FE, but I thought I'd ask users if it was something we can do on our own.

Do you conduct any semi-regular cleanup on your FE database? If so, what steps do you take? What areas of your database do you focus on for cleanup efforts?

[mgnmaurer]

We do a table clean up every couple of months, it helps with reporting. Sometimes new table entries will be created if a name is miss-typed or something. But then, the records with the incorrect name may be left off of key reports. Additionally, we are gearing up to clean out our vendor list. When we imported our vendors from QuickBooks, all of our Credit Card vendors were entered in FE. However, since the Credit Card Reports run through the GL, we have not found a way to link transactions to those vendor records that have been created. If you know how to do that, then it could save us some time of cleaning out our vendors. One other area is the reports that have been created. It is pretty funny, I think each member of our finance team has his own version of a Profit & Loss for our company, and some have multiple ones due to wanting a different report template for each fiscal year (rather than just changing the year from within the template). Other than those few specific areas, I can only offer the suggestion of look to where there may be redundancies and delete the extra.

Thanks!

Megan