Transaction Deletion Record
Deletes all transactions of a company, usually to clear demo data before go live. It removes GL and stock entries.
In detail
A Transaction Deletion Record wipes every transaction of a company while keeping the masters: all invoices, payments, journal entries, GL Entries, stock ledger entries and their links are removed. Its purpose is to clear demo or trial data before you load real books, for example the 207 demo Sales Invoices and 174 Journal Entries of Yatra For Fun Pvt Ltd. It runs in the background and cannot be undone, and in a live company it would destroy the records the IRD requires you to keep for six years. Take a backup first and never run it on a company that has ever issued a real invoice.
How to record it in BRAccount
- 01Take a full site backup from Setup > System Settings or ask the administrator.
- 02Go to Setup > Transaction Deletion Record > New and pick the company.
- 03Optionally list document types to keep.
- 04Submit. The deletion runs in the background; the status shows progress.
- 05Check the General Ledger is empty, then start loading real opening balances.
When to use it
Create under Setup > Transaction Deletion Record; it cannot be undone once submitted.
Example from the demo books
Clear the 207 demo sales invoices before loading real data.