Purge Criteria - Payroll Transactions
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 payroll transactions (including employee beginning balances) will not be purged.
A payroll transaction is retained if one of the following is true:
- The transaction date is greater than the purge-through date.
- The transaction date is greater than the end date of the closed payroll tax year.
- The transaction applies to a job that cannot be purged.
- The transaction uses a general ledger account that requires reconciliation AND the transaction has not been reconciled.
- The transaction was reconciled after the purge-through date.