Field Definitions: GL Purge Form

The following is a list of field descriptions for the GL Purge form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Purge Journal Transactions

Check this box to purge journal transactions.

Leave this box unchecked if you are not purging journal transactions.

All/Select Journals

  • All Journals — Select this option to purge transactions from all journals through the month specified below.

  • Select Journal — Select this option to purge transactions from a specific journal (specified below).

Journal

Enter the journal for which to purge transaction detail.

Through Month

Enter the month through which to purge journal transaction data.

Purge Account Summary and Reference Totals

Check this box to purge account summary and reference totals. Once purged, you will not be able to run financial statements or other reports on these years.

Leave this box unchecked if you are not purging account summary and reference totals.

Note: If you select to purge account balances and budgets (below), account summary and references totals must also be purged. Therefore, this option will be checked automatically and disabled.

Purge Account Balances and Budgets

Check this box to purge account balances and budgets. Once purged, you will not be able to run financial statements or other reports on these years.

Note: Purging account balances and budgets requires that account summary and references totals also be purged. Therefore, the Purge Account Summary and Reference Totals option (above) will automatically be checked and disabled.

Leave this box unchecked if you are not purging account balances and budgets. (Note: You will need to purge these balances before deleting accounts.)

Through Fiscal Year Ending

Enter the fiscal year ending date through which to purge account summary and reference totals and/or account balances and budgets.