Before You Begin

Be sure make a Backup first and print any Reports you may need (or save them in a format like .PDF) so you’ll have the information available later if needed.

Important! Do not use the Maintenance utility to remove information to which you still need access. Once removed the information is gone.

Getting There

From the Procare Home screen click the Supervisor Utilities menu and choose Maintenance. You must be a member of the System Supervisor User Group to see this option.

Using the Maintenance Utility

1. At the Maintenance screen select an item you wish to remove including: Child Schedule, Account Ledger, Child Time Card, Check In/Out Signature, Meal Tracker, Employee Schedule, Employee Time Card, System Event Log.

   Note: When removing ledger card entries there are two choices:

   1. Typically you would choose "Account Ledger (Balance Forward)". If a family still owed money as of the specified date this would be automatically entered as a balance forward and any ledger entries posted after that date would be retained. See also: Why some Ledger Entries are Not Removed
       
   2. The option called "Account Ledger (Remove All)" completely deletes ALL LEDGER CARD ENTRIES regardless of date. This is only to be used if you wish to start over with accounting for all families.
       
2. Choose an As of Date, like Dec. 31st of a prior year. All entries made on or before that date will be removed.

Note: If you have set up multiple Locations choose may choose to purge All Schools (all locations) at once by placing a check in the appropriate box. Or you may select Change School to remove information from a different location.

3. Click Start. When the Wizard has finished click Exit.

tags: accounting maintenance, ledger maintenance, ledger card maintenance, remove ledger cards, delete ledger cards