Deleting vendors

[karlaj]

I'd really like to clean up some of the vendors we haven't used in over 5 years. Would this be ok? If I delete a vendor and run a report that included checks to a vendor that had been deleted, how would it look on the report?

[NeilZ]

I'd really like to clean up some of the vendors we haven't used in over 5 years. Would this be ok? If I delete a vendor and run a report that included checks to a vendor that had been deleted, how would it look on the report?

FWIW .. if you're going to remove vendors from 5 years ago, you may as well do a "Delete Old Data" from 5 years ago and older. That said, when you go to delete a vendor, you'll get a warning that all history for this vendor will be removed from the Accounts Payable module.

Funds Accounting will still show the check data as sent to it, but other than that you won't be able to pull up anything else.

The IRS lists that a church only needs to keep data on income and expenses for 4 years, we've been doing 6, but then we do a "Delete Old Data" and clear it all out. Of course we maintain a backup copy of the Accounting files in case we need to get data older than that.

[karlaj]

Thank you.