You may have noticed a field called ‘file type’ on the criteria for the entry screens.

File type is a mechanism that allows you to keep certain records in the forefront, and put other records that are no longer relevant on history. In the past Abio had a mechanism to move records to a tape backup. Now we just change the file type from ‘C’urrent to ‘H’istory and typically just view the current records.

Archiving Records

While you can use the History action to change a record’s file type to ‘H’, a simpler way is to use the ‘Clean Up’ utilities in each of the subsystems. The Payroll Clean Up utility lets you move past employees with no owed amounts to History.

These employees will no longer display in popup lists, mitigating the possibility of incorrect postings.