Purging Bank Statements

Use the Bank Statement Purge Utility to purge bank statement records that are marked as Processed. You can set up this utility to process individual statements or batches of records on a regular schedule.

To purge individual statements:

  1. On the Bank Statement Purge Utility form, select the range of dates for which you want to delete records.
  2. If your selection criteria include dates and you are scheduling the process to run periodically, select Increment Date.
  3. Specify the range of reference types (Bank, Customer, Vendor, or Employee) for which you want to delete records.
  4. Specify the range of reference numbers. For example, if you specified Customer as the Reference Type, specify the range of processed customer bank statement records to purge.
  5. Click Process.

Alternaltively, to purge a batch of processed bank statements on a regular basis, specify your selections in the Bank Statement Purge Utility form and select Actions > Background Queue.

Related topics
About Bank Statement Reconciliations
Reconciling Bank Statements for Accounts Payable
About Background Tasks