AR Purge Open Items window

AccountsReceivableCS > Accounts Receivable > Period End Tasks menu > AR Purge Open Items window

Purge your open items after you print your customer’s statements and before you enter activity for the next period. The exact effect purging your open items has on customer statements depends on whether you have balance forward or open item type AR Code, or both.

For open item type AR Codes, purging open items deletes all open items with a zero amount remaining. Purge open items after you print customer statements. If you run it before you print statements, payment type line items will not appear on the statements.

For balance forward type AR Codes, purging open items combines all open items into a single balance due. Purge open items after you print customer statements. Your next month's statements shows the balance forward and any charges or payments since the last statement.

If an invoice has an amount remaining, including finance charges, late fees, etc., it will show all payments towards the initial amount due even after you purge.

Caution: Purging open items permanently erases statement data.

Customer Range / To

Enter a starting and ending value in these fields to determine the customer range to include in the purge. Open items will only be purged for customers within the range you select. Keep the defaults of Start and End to select all customers that meet the remaining criteria in the window.

AR Code Range / To

Enter the range of AR Codes you want to include in the purge open items function. You can choose one AR Code or accept the defaults of Start and End to include all AR Codes.

Purge Date

If you do not want to use the default date that reflects the prior period end, you can select a different date from the drop-down calendar. Open Items will be purged prior to and including the date you enter in this box.