| Keep my Customer records | If you select to keep your customer records, when you open the Customers module, all of the records remain. The transactions related to these records only remain if you also select to keep transactions. | If you clear this check box, the Keep my Transactions check box is automatically cleared. The Keep my Project Transactions check box is also automatically cleared. The Keep my matched Sage Pay Customers is also automatically cleared. |
| Keep my Supplier records | If you select to keep your supplier records, when you open the Suppliers module, all of the records remain. The transactions related to these records only remain if you also select to keep transactions. | If you clear this check box, the Keep my Transactions check box is automatically cleared. The Keep my Project Transactions check box is also automatically cleared. |
| Keep my Nominal Account records | If you select to keep your nominal accounts, when you open the Nominal or Bank modules, all of the records remain. The transactions related to these records only remain if you also select to keep transactions. | If you clear this check box, the Keep my Transactions and Keep my Chart Of Accounts check boxes are automatically cleared. The Keep my Project Transactions check box is also automatically cleared. |
| Keep my Transactions | If you select to keep your transactions, when you open Transactions, all of the records remain. | The Keep my Project Transactions check box is automatically cleared. |
| Keep my Chart Of Accounts | If you select to keep your Chart of Accounts, when you open Nominal codes then click Chart of accounts, all of the layouts remain. | If you clear this check box, no other check boxes are automatically cleared. |
| Keep my Invoices | If you select to keep your invoices, when you open the Invoicing module, all of the records remain. This does not affect the sales invoice or sales credit transactions created when you posted the invoice or credit. | If you clear this check box, no other check boxes are automatically cleared. |
| Keep my Stock records | If you select to keep your stock records, when you open the Products module, all of the records remain. The transactions on these records only remain if you also select to retain stock transactions. | If you clear this check box, the Keep my Stock Transactions check box is automatically cleared. |
| Keep my Stock Transactions | If you select to keep your stock transactions, all of the stock history remains on the Product Records. | The Keep my Project Transactions check box is automatically cleared. |
Keep my Sales Orders Sage 50 Accounts Professional only | If you select to keep your sales orders, when you open the Sales orders module, all of the records remain. This does not affect the invoices created when you dispatched the sales order. | If you clear this check box, no other check boxes are automatically cleared. |
Keep my Purchase Orders Sage 50 Accounts Professional only | If you select to keep your purchase orders, when you open the Purchase orders module, all of the records remain. This does not affect any supplier invoices created when you updated the purchase order. | The Keep my Project Transactions check box is also automatically cleared. |
Keep my Project Records | If you select to keep your project records, when you open the Projects module all of the record remain. | If you clear this check box the Keep my Transactions and Keep my Project Transactions check boxes are also automatically cleared. |
| Keep my Project Transactions | If you select to keep your project transactions the activity remains on all of your projects | If you clear this check box, no other check boxes are automatically cleared. |
| Keep my Assets | If you select to keep assets, when you open the Fixed Assets module, all of the asset information remains. | If you clear this check box, no other check boxes are automatically cleared. |
| Keep my Diary Events | If you select to keep your diary events, when you open the Diary module, all of the events remain. | If you clear this check box, no other check boxes are automatically cleared. |
| Keep my Deletion Log | If you select to keep your deletion log, when you run the Cleared Audit Trail Reports, all of the removed transactions appear on this report. | If you clear this check box, no other check boxes are automatically cleared. |
Keep my matched Sage Pay Customers | If you select to keep your matched Sage Pay customers, when you download transactions through Sage Pay it retains the matched email addresses. | If you clear this check box, no other check boxes are automatically cleared. |
NOTE: 