Purge Criteria - General Ledger Accounts
When you select all desired options in the Purge wizard and then start the purge process, the wizard analyzes whether individual transaction and maintenance records can be deleted based on a number of criteria. This topic describes the criteria that determine when general ledger accounts will not be purged.
An account is retained if one of the following is true:
- It is active.
- The account is used on any transaction that has not been purged. Only time and expense tickets cannot use a general ledger account (Sage 50 Premium Accounting and higher).
- The account is used on any of the following memorized transactions:
- quotes
- sales invoices
- purchase orders
- purchases
- general journal entries
- The account is used in any of the following sets of default information:
- customer defaults
- vendor defaults
- employee defaults that have been set in the Payroll Setup wizard
- inventory items
- general ledger
- The account is used in any of the following maintenance records:
- customers
- vendors
- employees
- inventory items
- sales tax agencies
- The account had an account balance in the most recently closed fiscal year or an open fiscal year.