Purging Accounts Receivable

Purging your accounts receivable affects only the detail in each receivable account's dialog and subsequently what appears on the receivable statement. 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 Receivable report.

Balance Forward Accounts

When a balance forward account is purged, all detail older than the end date specified 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 Receivable:

1. Click Tasks.

2. Click Monthly.

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

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

5. Check the All My Statements Have Been Prepared check box.

6. Click Purge.

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

Purge Accounts Receivable Tour