We will archive all closed invoices for the school year in October unless you ask us to do this later. This makes your database run faster, cleans up the data, and gets you started with a clean database.
***Contact the Support Desk at ez-support@transact.com should you have any questions about these settings and what they mean***
This checklist is a guide to help you prepare for your system archive:
- Trip Requests tab>Need Attention (Select All Trip Dates) – Complete or cancel any trips not approved in the previous school year.
- Assignments tab>Need Attention (Select All Trip Dates) – Complete the assignments of any trips that need vehicles or drivers assigned. If the assignment is correct, change the number of vehicles needed so that the number assigned matches the number needed.
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Invoices tab>Not Approved for Payment -- Close all invoices before the fiscal year-end date for your district.
- Assignment Inquiry>(Select All Trip Dates and set the Start/End dates to your fiscal year)>Filter the Inv Sts – Ensure all invoices are moved to your district’s final invoice status.
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