Learn more

Clear Bank History

Using Create Bank G/L Batch

Reverse a Transaction

Reconciliation Posting Journal report

Transfer Posting Journal report

About Clear History

You use the Clear History window to remove the following records from Bank Services:

You can select a particular range of bank transactions, bank entries, or posting journals to clear, or you can clear all records of that type.

The program clears bank entries taking into account the minimum time you must keep them for each bank, which is specified in the bank record as Days Before Eligible for Clearing.

After you clear bank transactions and bank entries, you can no longer drill down to them from 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. You can use the Transaction History Inquiry window.

Note: If you use security with your system, you must have security authorization to clear bank history.