Purging Accounts Payable

Purging your accounts payable affects only the detail in each payable account's dialog. It does not purge detail from the system. The detail will always remain in the general ledger and can be retrieved at any time on an account journal or using the Detailed Accounts Payable report.

Balance Forward Accounts

When a balance forward account is purged, all detail older than 30 days from the purge date will be "rolled up" into a balance forward and only the current detail will remain.

Open Item Accounts

When an open item account is purged, all zero balance detail will be removed and only non-zero balance detail will remain.

To Purge Accounts Payable:

  1. Click Tasks.

  2. Click Monthly.

  3. Click Purge Payable Accounts. The Purge Payable Accounts dialog will appear.

  4. Click on the End Date to set the cut-off date for the purge.

  5. Click Purge.

Tip: You can also purge individual accounts within the payable account dialog.

Payable Purge Tour