Overview
Note: Depending on how your system is set up, this desktop screen may also be available as a web screen. For more information, see the Web Screens Getting Started Guide or the help for Sage 300 web screens.
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.
The program clears bank entries taking into account the minimum time you must keep them for each bank, which is specified for the bank record in the Days Before Eligible for Clearing field (on the Profile tab of the Banks screen).
Once you clear bank transactions and bank entries, you can no longer drill down to them from the General Ledger. However, if you do not clear these records periodically, the tables that accumulate them can become very large, potentially slowing your system to a noticeable degree.
Note: If you use security with your system, you must have security authorization to clear bank history.