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  • DateTime.Activation error

    Im trying to archive work orders in service managment using the Archive Wizard under tools. Does anyone know what could be causing this error. All dates in work order are valid. Thanks for the help. Archive Work Orders 1/3/2024 8:59 AM Criteria summary…

  • Bank Rec out of balance after Year end purge

    Good morning, Last weekend we ran the purge wizard to archive 20 years of data. It seems that we did not instruct the purge wizard to leave the unreconciled bank transactions. Now the bank recs from the purge date forward are out of balance by those…

  • Archiving WorkflowHistory tables

    Hi all, Have been looking at tidying up our CRM system over the last few weeks, which seems to have improve performance no end. However our Workflow history table is on the large size, and was wondering if anyone had ever attempted to clear older records…

  • Archiving Old Projects

    Please could we have the facility to archive old completed Projects? Perhaps by moving them to a separate area so that they can be accessed if needed(by defined users, as per my other Idea) but they are not included in the the list of active projects…

  • Archived Employees Still in Lookup Lists

    I have archived employees in HRMS using the Archive Terminated Employees process. When I go tor un reports and lookup by employee number, they are still showing in that list. Mostly in payroll, but some HR reports also. How do I get these employees removed…

  • Archiving during YE wizard issues

    I am unable to finish the YE wizard. Every time I click the "archive" box, I get an error. Can anyone tell me the issues I will create if I finish the wizard without "archiving'? I've been in the que or on the phone for 2 days trying to get some help…

  • Moving transactions to history

    I was wondering if anyone has any best practices or steps that they follow for moving transactions to history. We have been on Timberline since 2004 and have not really archived anything. The system is starting to run really slow and we think that this…

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