Reindexing Accountants Office Classic

This support note applies to:

AO Classic Practice Management (AU)

Article ID: 30236

It is advisable to re-index your Accountants Office database regularly to optimise your data and prevent issues such as slow response times in the software and crashing of the application and potential loss of data.

The amount of time required to re-index your database will vary according to:

the size of your database;
the speed of the computer where the database is located; and
the last time that your database was re-indexed.

Before you reindex
Ensure that all users are logged out and you have a backup of your Accountants Office data. For more details on backing up your data, refer to Backing up my AO Classic data

To reindex Accountants Office

Follow the menu path: File > Housekeeping > Re-index Databases. Select All then click OK to start the reindex.

Re-indexing within Accountants Office has been updated to separate the task into two procedures. You can choose if you want to remove records tagged for deletion. To reduce the time taken to re-index, we recommend that you clear this checkbox before re-indexing. In most cases, a weekly re-index is sufficient, periodically selecting the option to remove deleted records.

To re-index Accountants Office without removing records marked for deletion

Exit Accountants Office on all workstations. The application has no users logged in.
Open Accountants Office on one workstation. Only one session of Accountants Office is active. This ensures that the application has exclusive use of all the tables in the Accountants Office database
Follow the menu path: File > Housekeeping > Re-index Databases. The Select Modules window appears.
Click Select All. The tables for all the Accountants Office modules are re-indexed.

To re-index the tables for specific modules, select the checkbox next to the module/s that you want to re-index, eg. Clients, Tax, rather than clicking the Select All button.
Select the Lock all users out checkbox and click OK. The Re-index Tables window appears.
Click OK. The Re-index Tables window appears.
Click OK. Accountants Office commences re-indexing the database.

Once the re-indexing procedure has completed, you can resume working with Accountants Office.

To re-index Accountants Office and remove records marked for deletion

Exit Accountants Office on all workstations. The application has no users logged in.
Open Accountants Office on one workstation/server. Only one session of Accountants Office is active. This ensures that the application has exclusive use of all the tables in the Accountants Office database
Follow the menu path: File > Housekeeping > Re-index Databases. The Select Modules window appears.
Click Select All. The tables for all the Accountants Office modules are re-indexed.

To re-index the tables for specific modules, mark the checkbox next to the module(s) that you want to re-index, eg. Clients, Tax, rather than clicking the Select All button.
Select the Remove records flagged for deletion? checkbox. Any records that have been deleted will be permanently removed from the database.

If this option is chosen, the only way to recover missing information is to restore data from a backup.
Select the Lock all users out checkbox and click OK. The Re-index Tables window appears.
Click OK. Accountants Office commences re-indexing the database.Note: Once the re-indexing procedure has completed, you can resume working with Accountants Office.