Deleting A/R Posted Transactions

To delete accounts receivable (A/R) transactions that have been posted:

  1. Open the Delete A/R Posted Transactions utility form.
  2. Enter information in these fields:
    • Through Date: Enter the date through which to delete A/R transactions, or accept the default, which is the current system date.
    • Statement Cycles: Enter the statement cycles for which you want to delete A/P transactions. Options include: Weekly, Monthly, Quarterly, or All.
      Note:  With the exception of All, these options cause the utility to process only those records for which the statement cycles match. For example, if you select Weekly, then only the records with a statement cycle setting of Weekly are processed. Records tagged for Monthly or Quarterly cycles do not get processed.
    • Starting and Ending Customers: Enter the range of customers for which you want to delete A/R transactions. To delete A/R transactions for all customers, leave these fields blank.
    • Preview/Commit:
      • To view the results of running the utility without saving the results in the database, select Preview.
      • To save the results in the database, select Commit.
  3. Click Process.
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