Purge Criteria - General Ledger Accounts

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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:

1. It is active.
2. 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).
3. The account is used on any of the following memorized transactions:
• quotes
• sales invoices
• purchase orders
• purchases
• general journal entries
4. 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
5. The account is used in any of the following maintenance records:
• customers
• vendors
• employees
• inventory items
• sales tax agencies
6. The account had an account balance in the most recently closed fiscal year or an open fiscal year.

Published: March 21, 2017
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