Overview
Warning! This feature permanently deletes records and data from Sage 300.
Use the Bank Clear History screen to remove the following records from Bank Services:
- Bank transactions. These are transactions created for your general ledger when you post bank reconciliations.
You specify the posting date through which to clear transactions. The program does not clear bank transactions posted after that date.
- Bank entries. These are transactions recorded on the Bank Entry screen.
- Printed posting journals. You clear reconciliation, transfer, and bank entry posting journals separately.
You can specify a range of bank transactions, bank entries, or posting journals to clear, or you can clear all records of a selected type.
After you clear bank transactions and bank entries, you can no longer view them from the General Ledger. However, if you do not clear these records periodically, the large amount of data stored in your system can negatively affect the system's performance.
Note: If you use security with your system, you must have security authorization to clear bank history.